AC
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Anthony Curcio

32 Years of Experience
Warren, NJ
Broker

Anthony Curcio is a registered investment advisor at Wells Fargo Advisors, based in Warren, NJ, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

58 Mount Bethel Road, Suite 204, Warren, NJ, 07059

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is a trustee for APC Capital Corp's 401k, dedicating minimal time. He also owns 100% of APC Capital Corp and spends nearly full-time on this investment-related activity, including a significant amount of time during trading hours, through Finet Practice.

Employment History
Current Registrations
Wells Fargo Advisors
May 2021 - Present · 5 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Morgan Stanley
December 2011 - June 2021 · 9 yrs 6 mos
Morgan StanleyBroker
December 2011 - June 2021 · 9 yrs 6 mos
Janney Montgomery Scott LLC
June 2007 - December 2011 · 4 yrs 6 mos
Janney Montgomery Scott LLCBroker
March 2001 - December 2011 · 10 yrs 9 mos
First Union Securities, INC.Broker
August 2000 - March 2001 · 7 mos
First Albany CorporationBroker
February 1998 - August 2000 · 2 yrs 6 mos
Jw Charles Securities,inc.Broker
May 1995 - February 1998 · 2 yrs 9 mos
Gruntal & CO. IncorporatedBroker
December 1993 - June 1995 · 1 yr 6 mos
Hanover, Sterling & Company LTD.Broker
November 1993 - July 1994 · 8 mos
State Registrations25 states
AZCACOCTDCDEFLGAMDMINCNHNJNVNYOHOKORPARISCTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anthony Curcio - Financial Advisor | TrueAdvisor