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Detailed Report
LEONARD CURCIO
LENNY CURCIO, LEONARD CURICO
CRD#: 5071119
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 19 DEWITT ST
MIDDLETOWN, NY 10940
Registration History
200620082010201220142016201820202022202420262 FIRMS2012 - 2019 (6 years)2 FIRMS2019 - Present (5 years)BPFS INVESTMENTS INC. (CRD# 10111)2006 - 2012 (6 years)IAPRIMERICA ADVISORS (CRD# 10111)2011 - 2012 (1 year)
License(s)

State Registrations

B
New Jersey 6/10/2019
IA
New York 5/9/2021
B
New York 6/5/2019
B
Pennsylvania 6/10/2019

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
19 DEWITT ST, MIDDLETOWN, NY 10940
Registered with this firm since 6/19/2019
B
PFS INVESTMENTS INC. (CRD#:10111)
19 DEWITT ST, MIDDLETOWN, NY 10940
Registered with this firm since 6/5/2019
Previous Registration(s)
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IA
 08/13/2012 - 05/16/2019 TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164) NEW YORK, NY
B
 08/13/2012 - 05/16/2019 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) NEW YORK, NY
IA
 08/18/2011 - 08/15/2012 PRIMERICA ADVISORS (CRD#:10111) NEWBURGH, NY
B
 03/20/2006 - 08/15/2012 PFS INVESTMENTS INC. (CRD#:10111) NEWBURGH, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.