Sam A. Curmaci

SAC INVESTMENT MANAGEMENT LLC

FT. LAUDERDALE, FL 33301

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CRD#: 2725213

Professional summary

Sam Angelo Curmaci is a registered financial advisor currently at SAC INVESTMENT MANAGEMENT LLC located in Ft. Lauderdale, Florida.

Sam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Sam has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

On an interim and transitional basis, Mr. Curmaci is dually-registered as an Investment Advisor Representative (IAR) with SAC Investment Management LLC and with Leigh Baldwin & Co., LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sam Angelo Curmaci's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 1, 2022 - Present

SAC INVESTMENT MANAGEMENT LLC

Office #1: 401 E. Las Olas Blvd. Ste 1400, Ft. Lauderdale, FL 33301

RIA

CRD#: 322784

FT. LAUDERDALE, FL

Past

February 21, 2017 - January 10, 2023

LEIGH BALDWIN & CO., LLC

RIA

CRD#: 38751

FORT LAUDERDALE, FL

Past

January 22, 2001 - November 16, 2022

LEIGH BALDWIN & CO., LLC

CRD#: 38751

CAZENOVIA, NY

Past

June 14, 1996 - February 16, 2001

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/1/2022)

IAR

Georgia
(2/27/2025)

IAR

Pennsylvania
(12/8/2022)

IAR

Texas
(6/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/13/1996

General Securities Representative Examination

Current Firm

SAC INVESTMENT MANAGEMENT LLC

SAC INVESTMENT MANAGEMENT LLC | SAC INVESTMENTS LLC

CRD#: 322784 / SEC#:

Florida

Registered Investment Advisory firm - (12/1/2022 Approved)

Georgia

Registered Investment Advisory firm - (2/27/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/8/2022 Approved)

Texas

Registered Investment Advisory firm - (6/4/2024 Conditional Restricted)

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Contact information

Main Address

401 E. Las Olas Blvd. Ste 1400, Ft. Lauderdale, FL 33301

Mailing Address

Phone number

(570) 885-6672

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 58,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sam A. Curmaci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sam Angelo Curmaci's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAC INVESTMENT MANAGEMENT LLC

LEIGH BALDWIN & CO., LLC

LEIGH BALDWIN & CO., LLC

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2021

Series 63

Date: 6/21/1996

SIE

Date: 10/1/2018

Series 7

Date: 6/13/1996

Current Firm

SAC INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAC INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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