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Sergio Anthony Decurtis

NEW ENGLAND INVESTMENT CONSULTANTS, LTD.·PROVIDENCE, Rhode Island
Clean recordNEW ENGLAND INVESTMENT CONSULTANTS, LTD.
790 NORTH MAIN STREET, PROVIDENCE, RI 02904CRD# 2216864Firm CRD# 142531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sergio Anthony Decurtis · PROVIDENCE, RI
Registration
CRD #2216864 · NEW ENGLAND INVESTMENT CONSULTANTS, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sergio Anthony Decurtis is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with NEW ENGLAND INVESTMENT CONSULTANTS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NEW ENGLAND INVESTMENT CONSULTANTS, LTD.
NEW ENGLAND INVESTMENT CONSULTANTS, LTD.
AUM
$1.0B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NEW ENGLAND INVESTMENT CONSULTANTS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2216864
Firm CRD# 142531
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sergio Anthony Decurtis offer?
Sergio Anthony Decurtis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Sergio Anthony Decurtis's credentials?
Sergio Anthony Decurtis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sergio Anthony Decurtis located?
Sergio Anthony Decurtis is based in PROVIDENCE, Rhode Island, working with NEW ENGLAND INVESTMENT CONSULTANTS, LTD.. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Sergio Anthony Decurtis charge for services?
Sergio Anthony Decurtis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND INVESTMENT CONSULTANTS, LTD.?
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. has approximately 5 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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