Joseph Curatolo
Joseph Curatolo is a registered investment advisor at LPL Financial LLC, based in Williamsville, NY, with 49 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5350 Main St Ste 9, Williamsville, NY, 14221
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Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Joseph is the owner and president of Georgetown Capital Group, a financial services company, dedicating a few hours per week. He is also a financial advisor for Georgetown Lawley Group, a DBA name with Royal Alliance, dedicating nearly full-time hours, and sells fixed life insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Integrated Resources Equity CorporationBroker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations31 states
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.