AC
AC

Andrew E Curto

13 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$12.2B

Fee Structure

Minimum Investment:$3M
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Location

6 Russell Street, Ms: Ma606, Woburn, MA, 01801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is named as a Successor Trustee for a client account. This activity is not investment-related.

Employment History
Current Registrations
Citizens Securities, INC.
April 2024 - Present · 1 yr 10 mos
Citizens Private Wealth
April 2024 - Present · 1 yr 10 mos
Citizens Securities, INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - April 2024 · 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - April 2024 · 7 mos
J.P. Morgan Private Wealth Advisors LLC
August 2014 - April 2024 · 9 yrs 8 mos
First Republic Securities Company, LLCBroker
February 2013 - September 2023 · 10 yrs 7 mos
Barclays Capital INC.Broker
March 2012 - June 2012 · 3 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.