CC
CFP
CC
CFP
Cristina Curiale
12 Years of Experience
Paramus, NJ
1 DisclosureBroker
Cristina Curiale is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
Get directionsHistory
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
February 2018Denied
Other Business Activities
Cristina coaches 8th grade girls lacrosse for Summit Lacrosse Club, a non-profit organization. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2020 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
April 2016 - January 2020 · 3 yrs 9 mos
UBS Financial Services INC.Broker
April 2016 - January 2020 · 3 yrs 9 mos
AXA Advisors, LLCBroker
January 2014 - April 2016 · 2 yrs 3 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAILINLAMAMDMEMIMONCNHNJNMNYOHPASCTNTXUTVAVTWAWV
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.