Leonard Curcio (CRD# 5071119) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has over 18 years of experience in the finance industry.
CRD# 1255649
Primerica Advisors
CRD# 3138632
Windward Capital Management LLC
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Middletown, NY | Jun 2019 - Current | 4 |
| Hagerty Consulting | Evanston, IL | Mar 2016 - Current | 8 |
| Primerica Financial Services | Middletown, NY | May 2005 - Current | 18 |
| World Financial Group, Inc. | New York, NY | Aug 2012 - May 2019 | 6 |
| Transamerica Financial Advisors, Inc. | New York, NY | Aug 2012 - May 2019 | 6 |
| Adjusters International, Inc. | Utica, NY | Sep 2013 - Mar 2016 | 2 |
| America Family Life Assurance Company | Newburgh, NY | Aug 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- NY
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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