Claim Profile
UK

Umadevi Kolluri

CURCIO WEBB LLC·LAWRENCEVILLE, New Jersey
Unclaimed Profile
3120 PRINCETON PIKE, LAWRENCEVILLE, NJ 08648CRD# 7554524Firm CRD# 109066
01

About

Umadevi Kolluri is a registered financial advisor based in LAWRENCEVILLE, New Jersey, affiliated with CURCIO WEBB LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
CURCIO WEBB LLC
CURCIO WEBB, LLC
AUM
Regulatory assets under management
Employees
30
Total firm employees
Services
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7554524
Firm CRD# 109066
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAWRENCEVILLE?

Browse all registered financial advisors in LAWRENCEVILLE, New Jersey or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Umadevi Kolluri offer?
Umadevi Kolluri is a registered financial advisor in LAWRENCEVILLE, New Jersey. Contact their office for details on services offered.
What are Umadevi Kolluri's credentials?
Umadevi Kolluri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Umadevi Kolluri located?
Umadevi Kolluri is based in LAWRENCEVILLE, New Jersey, working with CURCIO WEBB LLC. Their office serves clients in the LAWRENCEVILLE metropolitan area and surrounding communities.
How does Umadevi Kolluri charge for services?
Umadevi Kolluri's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURCIO WEBB LLC?
CURCIO WEBB LLC has approximately 30 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty