Anne
Curci

Pfs Investments Inc

CRD#2339858
Investment Advisor
in Newburgh, NY

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About this Advisor

Anne Curci is a financial advisor based in Newburgh, New York, working with Pfs Investments Inc. Anne has previously held positions at Primerica Financial Services and Pfs Investments Inc. Anne has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Anne is part of Pfs Investments Inc, which operates out of Newburgh, New York. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion 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. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1662 Route 300 Ste 142
Newburgh, NY 12550

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

NY Average: $3,570,121,308
Total Number of Employees

3,590

NY Average: 58
Total Number of Accounts

59,808

NY Average: 1,608
Average Account Size

$141,486

NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Anne Curci Work History

2001 - Present (23 years)

Primerica Financial Services

2001 - Present (23 years)

Pfs Investments Inc

Disclosures

Please visit the SEC profile of Anne Curci 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 Primerica Advisors

Clay Schweitzer
Gillette, WY
Heather Horan
Duluth, GA
Micah Wood
Meridian, ID
Jillian Cavanaugh
Manchester, NH
Janelle Pruett
Belfair, WA
Andrew Arthur
Urbandale, IA
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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