JC
JC

Jeffrey Curio

32 Years of Experience
Deerfield, IL
Broker

Jeffrey Curio is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jeffrey is on the Finance Committee for St. Patrick High School, providing investment decisions and advice. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 4 yrs
Morgan StanleyBroker
September 2022 - Present · 4 yrs
Previous Registrations
UBS Financial Services INC.
January 2012 - October 2022 · 10 yrs 9 mos
UBS Financial Services INC.Broker
January 2012 - October 2022 · 10 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2005 - April 2007 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 2005 - April 2007 · 2 yrs 3 mos
Wachovia Securities, LLC
October 2002 - January 2005 · 2 yrs 3 mos
Wachovia Securities, LLCBroker
April 2001 - January 2005 · 3 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
March 1994 - May 2001 · 7 yrs 2 mos
State Registrations32 states
AZCACOCTDCFLGAILINKYMAMDMEMIMNMOMTNCNJNVNYOHORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.