Joseph
Curtin

Golden Wealth Management

CRD#4015134
Investment Advisor
in Pittston, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Curtin is a financial advisor operating in Pittston, Pennsylvania with 4 years of industry experience. Curtin currently works for Golden Wealth Management. Throughout their career, Curtin has worked at Stifel, Nicolaus & Company, Inc, Golden Wealth Management, LLC, Stifel, Ubs Financial Services Inc, Private Client Services, N Legend Partners LLC and Larcia Sports. Curtin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York, Pennsylvania and Texas. Golden Wealth Management is an advisory company operating out of Pittston, PA. The firm has just four employees. It handles $118 million in assets under management among its 582 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 582 client accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets. Golden Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fee types billed by Golden Wealth Management most likely consist of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2 South Main Street Suite 400
Pittston, PA 18640

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Golden Wealth Management Brokerage Details

Total Assets Under Management

$118,047,000

PA Average: $15,833,994,310
Total Number of Employees

4

PA Average: 41
Total Number of Accounts

582

PA Average: 3,342
Average Account Size

$202,830

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joseph Curtin Work History

Joseph has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Golden Wealth Management, LLC

2019 - Present (5 years)

Private Client Services

2012 - Present (12 years)

N Legend Partners LLC

2012 - 2022 (10 years)

Larcia Sports

2009 - 2019 (10 years)

Stifel, Nicolaus & Company, Inc

2008 - 2019 (11 years)

Stifel

2008 - 2019 (11 years)

Ubs Financial Services Inc

*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 Joseph Curtin 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 Golden Wealth Management

Patrick Golden
Pittston, PA
Corey Golden
Pittston, PA
Joseph Curtin
Pittston, PA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started