AdvisorRanked
100
Clean

CURCIO WEBB LLC

3120 PRINCETON PIKE, LAWRENCEVILLE, NJ 8648
Fiduciaryfee-onlySEC Registered
609-737-4100 HTTP://WWW.CURCIOWEBB.COM/ CRD #109066
$0
Assets Managed
7
Clients
30
Employees
27
Years Active
since 1999

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 27 years.

Firm Details

Legal NameCURCIO WEBB LLC
CRD Number#109066
SEC RegisteredYes
Registration Date1999-05-11
States RegisteredNJ
Assets Under Management$0
Number of Clients7
Employees30
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is CURCIO WEBB LLC a fiduciary?

Yes. CURCIO WEBB LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does CURCIO WEBB LLC charge clients?

CURCIO WEBB LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does CURCIO WEBB LLC have any complaints?

No. CURCIO WEBB LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 27 years of operation.

How does CURCIO WEBB LLC compare to other advisors in LAWRENCEVILLE?

CURCIO WEBB LLC has a Red Flag Score of 100/100. There are 3 registered advisory firms in LAWRENCEVILLE. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.