Joseph
Curcio
&Partners
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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
Services Offered
Fee Structure
Office Location
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&Partners Brokerage Details
$1,173,060,409
183
3,051
$384,484
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
Wiley Bros.-Aintree Capital, LLC
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
Nashville, TN
Sumter, SC
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Saint Louis, MO
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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