Unclaimed Profile

Joseph Francis Curtin

GOLDEN WEALTH MANAGEMENT LLC·PITTSTON, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 6525 years registeredGOLDEN WEALTH MANAGEMENT LLC

2 SOUTH MAIN STREET, PITTSTON, PA 18640CRD# 4015134Firm CRD# 299522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Francis Curtin · PITTSTON, PA

Registration

CRD #4015134 · GOLDEN WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

FARTHER

Mar 2026 – present

GOLDEN WEALTH MANAGEMENT

Mar 2019 – Mar 2026

SARATOGA SPRINGS, NY

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Sep 2009 – Mar 2019

WILKES-BARRE, PA

UBS FINANCIAL SERVICES INC.

Jun 2008 – Sep 2009

PLAINS, PA

WACHOVIA SECURITIES, LLC

Jul 2003 – Jun 2008

PLAINS, PA

PRUDENTIAL SECURITIES INCORPORATED

Feb 2001 – Jul 2003

SCRANTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 12, 2001

Years registered · 25

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GOLDEN WEALTH MANAGEMENT LLC

CRD 299522 · SEC 801-117113

AUM

$127M

Regulatory assets under management

Employees

612 client accounts

Services offered by GOLDEN WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOLDEN WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Francis Curtin offer?

Joseph Francis Curtin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSTON, Pennsylvania for a consultation.

What are Joseph Francis Curtin's credentials?

Joseph Francis Curtin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Francis Curtin located?

Joseph Francis Curtin is based in PITTSTON, Pennsylvania, working with GOLDEN WEALTH MANAGEMENT LLC. Their office serves clients in the PITTSTON metropolitan area and surrounding communities.

How does Joseph Francis Curtin charge for services?

Joseph Francis Curtin's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDEN WEALTH MANAGEMENT LLC?

GOLDEN WEALTH MANAGEMENT LLC has approximately 4 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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