Joseph
Curcio

&Partners

CRD#807179
Investment Advisor
in Nashville, TN

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About this Advisor

Joseph Curcio is a financial advisor based in Nashville, Tennessee, working with &Partners. Joseph has previously held a position at Wiley Bros.-Aintree Capital, LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Joseph is part of &Partners, which operates out of Nashville, Tennessee. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

40 Burton Hills Blvd Suite 350
Nashville, TN 37215

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&Partners Brokerage Details

Total Assets Under Management

$1,173,060,409

TN Average: $730,596,643
Total Number of Employees

183

TN Average: 15
Total Number of Accounts

3,051

TN Average: 968
Average Account Size

$384,484

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Joseph Curcio Work History

1994 - Present (30 years)

Wiley Bros.-Aintree Capital, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph 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 &Partners

Craig Foreman
Nashville, TN
Dalton Horstmeier
Moberly, MO
Michael Martin
Saint Louis, MO
Grant Koentz
Nashville, TN
Matthew Imhof
Nashville, TN
Caroline Toniolo
Nashville, TN
Joshua Estes
Nashville, TN
Kaley Idol
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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