Leonard
Curcio

Transamerica Financial Advisors, Inc

CRD#5071119
Investment Advisor
in New York, NY
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About this Advisor

Leonard Curcio is a financial advisor working out of New York, New York, who has been in the industry for 13 years. Curcio is currently employed by Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Primerica Financial Services, Pfs Investments Inc, Warwick Resource Group, World Financial Group, Inc, Transamerica Financial Advisors, Inc, America Family Life Assurance Co, Fema, Adjusters International, Inc and Hagerty Consulting. Curcio maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Transamerica Financial Advisors, Inc is a financial advisory company headquartered in New York, New York. The company has offices in 304 locations and a total of 1,274 people on staff. It has $973 million in total assets between its 22,673 accounts, making it one of the larger firms in the United States by assets under management. Of its 22,673 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The business performs a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services are offered. Fees charged by Transamerica Financial Advisors, Inc can include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

116 West 23Rd Street Suite 500
New York, NY 10011

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

NY Average: $1,855,561,029
Total Number of Employees

1,271

NY Average: 62
Total Number of Accounts

45,703

NY Average: 2,474
Average Account Size

$22,222

NY Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Leonard Curcio Work History

Leonard has 13 years of experience.

2016 - Present (3 years)

Hagerty Consulting

2013 - 2013 (0 years)

Fema

2013 - 2016 (3 years)

Adjusters International, Inc

2012 - 2013 (1 years)

Warwick Resource Group

2012 - Present (7 years)

World Financial Group, Inc

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2012 - 2016 (4 years)

America Family Life Assurance Co

2005 - 2012 (7 years)

Primerica Financial Services

2005 - 2012 (7 years)

Pfs Investments Inc

Disclosures

Leonard Curcio has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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