Frank
Curcio
Herbert J. Sims Capital Management, Inc
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About this Advisor
Frank Curcio is a financial advisor based in Jupiter, Florida, working with Herbert J. Sims Capital Management, Inc. Frank has previously held positions at Ameriprise Financial Services Inc and Oppenheimer & Co. Frank has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut, Florida, and North Carolina. Currently, Frank is part of Herbert J. Sims Capital Management, Inc, which operates out of Jupiter, Florida. The firm has 5 offices and 30 employees. The firm manages assets totaling $146.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Herbert J. Sims Capital Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Herbert J. Sims Capital Management, Inc Brokerage Details
$146,675,712
30
333
$440,468
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Frank Curcio Work History
Oppenheimer & Co
Ameriprise Financial Services Inc
Disclosures
Please visit the SEC profile of Frank Curcio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Herbert J. Sims Capital Management, Inc
Fairfield, CT
Minneapolis, MN
Jupiter, FL
Fairfield, CT
Red Bank, NJ
Austin, TX
Fairfield, CT
Fairfield, CT
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