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Paul Curcio

Wells Fargo Advisors
19 Years of Experience
Harrisburg, PA
1 DisclosureBroker
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Paul Curcio is a registered investment advisor at Wells Fargo Advisors, based in Harrisburg, PA, with 19 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1085 E Park Dr, Harrisburg, PA, 17111

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Wells Fargo Advisors
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Santander Securities
December 2018 - January 2024 · 5 yrs 1 mo
Santander Securities LLCBroker
December 2018 - January 2024 · 5 yrs 1 mo
Citizens Securities, INC.
June 2015 - December 2018 · 3 yrs 6 mos
Citizens Securities, INC.Broker
March 2015 - December 2018 · 3 yrs 9 mos
M&t Securities, INC.Broker
November 2008 - February 2015 · 6 yrs 3 mos
Uvest Financial Services Group, INC.Broker
January 2008 - October 2008 · 9 mos
Waddell & Reed, INC.Broker
April 2007 - September 2007 · 5 mos
Nylife Securities INC.Broker
June 2006 - November 2006 · 5 mos
State Registrations4 states
NCNJNYPA
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.
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