Leonard
Curcio

Pfs Investments Inc

CRD#5071119
Investment Advisor
in Middletown, NY

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About this Advisor

Leonard Curcio is a financial advisor based out of Middletown, New York with 2 years of industry experience. Curcio is currently employed by Pfs Investments Inc. Curcio has gained experience at World Financial Group, Inc, Transamerica Financial Advisors, Inc, America Family Life Assurance Co, Fema, Adjusters International, Inc, Pfs Investments Inc, Primerica Financial Services and Hagerty Consulting. Curcio maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Pfs Investments Inc is an advisory business that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 advisors. It oversees $7 billion in assets under management among its 56,552 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

19 Dewitt St
Middletown, NY 10940

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

NY Average: 58
Total Number of Accounts

56,552

NY Average: 1,608
Average Account Size

$125,337

NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Leonard Curcio Work History

Leonard has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Pfs Investments Inc

2016 - Present (8 years)

Hagerty Consulting

2005 - Present (19 years)

Primerica Financial Services

2013 - 2013 (< 1 year)

Fema

2013 - 2016 (3 years)

Adjusters International, Inc

2012 - 2019 (7 years)

World Financial Group, Inc

2012 - 2019 (7 years)

Transamerica Financial Advisors, Inc

2012 - 2016 (4 years)

America Family Life Assurance Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Leonard Curcio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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