Curvature Securities LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
50
Avg account
$0

Firm details

Headquarters
Chatham, New Jersey
CRD number
169708
Registered since
August 7, 2014

Firm profile

FINTRX

Overview

Curvature Securities LLC is organized as a limited liability company that registered with the SEC in 2014. Public disclosures about the firm are sparse: ownership is identified as a combination of a domestic entity and an individual, and the firm’s regulatory classification is listed as unclassified. Curvature reports that it does not operate as a capital allocator, is not an active ESG investor, and does not identify as a multistate adviser. It is also not listed as a newly formed adviser, pension consultant, or related adviser. Beyond those registry fields, the firm has not provided material detail on its advisory services, fee schedule, target client types, or investment approach. That lack of disclosed activity makes it difficult to assess the firm’s client focus or the strategies it employs.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Todd Pigott

    Todd Pigott

    Chief Compliance OfficerCRD 2592495

  • Kristopher Gontzes

    Kristopher Gontzes

    Founder & CEOCRD 7097772

  • Stephen Zak

    Stephen Zak

    COO & CCOCRD 2423424

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Contacts

3 of 45
  • Dante Gentile

    Dante Gentile

    Vice President, Investment BankingCRD 8194311

  • Joseph Haughton

    Joseph Haughton

    Managing DirectorCRD 6286421

  • Anthony Trimarchi

    Anthony Trimarchi

    Operations AssociateCRD 7192526

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chatham, NJ

Morris

Location

Chatham, NJ

Headquartered in Chatham, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
39 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth