linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sam Angelo Curmaci

SAC Investment Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sam? Claim Your Profile

About Sam Angelo Curmaci

Sam Angelo Curmaci is an investment advisor representative at SAC Investment Management LLC, based in Fort Lauderdale, Florida. Sam has been in the financial services industry since 1996. Sam is licensed to provide investment advisory services in Florida, Pennsylvania, and Texas. Sam holds the Series 7, Series 63, and Series 65 licenses. Sam is also licensed as an investment advisor representative with SAC Investment Management LLC. Sam specializes in providing financial planning and portfolio management services to individuals and pension and profit-sharing plans. Sam has over 20 years of experience in the financial services industry.

Firm Information

Sam Curmaci is currently registered with SAC Investment Management LLC. SAC Investment Management LLC is an investment advisory firm located in [Main Office Address]. The firm manages approximately $58.5 million in assets for 80 accounts. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, and pension and profit-sharing plans.

$58.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sam Curmaci’s Registration & Firm History

FL

06/04/2024 - Present

SAC Investment Management LLC (FT. LAUDERDALE FL)

NY

01/22/2001 - 11/16/2022

LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)

MO

06/14/1996 - 02/16/2001

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

Not sure if Sam Angelo Curmaci is right for you?

Licenses & Designations

IA

Issued 06/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Sam Angelo Curmaci. Review regulatory record here.
Not sure if Sam Angelo Curmaci is right for you?