Abelardo S. Curdumi

5TH STREET ADVISORS

Southport, CT 06890

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CRD#: 4144454

Professional summary

Abelardo Santiago Curdumi, CFP® is a registered financial advisor currently at 5TH STREET ADVISORS, LLC located in Southport, Connecticut.

Abelardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Abelardo has worked at 4 firms and has passed the Series 65, Series 63, Series 52, Series 17, Series 53 and Series 24 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.

1) ALBA PROPERTIES, LLC; INVESTMENT RELATED; CONNECTICUT; REAL ESTATE HOLDING COMPANY; MANAGING MEMBER; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS. 2) WESTCHESTER CUSTOM BUILDERS, LLC; INVESTMENT RELATED; NEW YORK; REAL ESTATE DEVELOPMENT AND MANAGEMENT COMPANY; LIMITED PATNER/PASSIVE OWNER; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS. 3) 27-37 ASSOCIATES, LLC; INVESTMENT RELATED; NEW YORK; REAL ESTATE HOLDING COMPANY; PASSIVE OWNER; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abelardo Santiago Curdumi's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

December 7, 2006 - Present

5TH STREET ADVISORS, LLC

Office #1: 107 John Street, Southport, CT 06890

RIA

CRD#: 140165

Southport, CT

Past

December 14, 2006 - July 22, 2013

PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155

STAMFORD, CT

Past

January 8, 2002 - December 13, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

STAMFORD, CT

Past

March 28, 2000 - February 1, 2001

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK CITY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

5TH STREET ADVISORS, LLC

5TH STREET ADVISORS LLC | 5TH STREET ADVISORS, LLC

CRD#: 140165 / SEC#: 801-68066

RIA

Registered Investment Advisory firm - (6/25/2007 Approved)

Connecticut

Registered Investment Advisory firm - (7/9/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Connecticut
(12/7/2006)

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: 4/21/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52

Date: 2/4/2002

Municipal Securities Representative Examination

General Industry/Product Exam

Series 17

Date: 3/27/2000

Limited Registered Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/2/2001

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/13/2000

General Securities Principal Examination

Current Firm

5TH STREET ADVISORS, LLC

5TH STREET ADVISORS LLC | 5TH STREET ADVISORS, LLC

CRD#: 140165 / SEC#: 801-68066

RIA

Registered Investment Advisory firm - (6/25/2007 Approved)

Connecticut

Registered Investment Advisory firm - (7/9/2007 Terminated)

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Contact information

Main Address

107 John Street, Southport, CT 06890

Mailing Address

Phone number

(203) 327-1212

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

5TH STREET ADVISORS DISCLOSURE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	655
AUM (Assets Under Management)	$ 446,775,008

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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Abelardo S. Curdumi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abelardo Santiago Curdumi's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIO RESOURCES GROUP, INC.

MML INVESTORS SERVICES, LLC

HSBC SECURITIES (USA) INC.

Primary Firm SEC Registration

5TH STREET ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2003

Series 63

Date: 4/17/2000

Series 52

Date: 2/4/2002

Series 17

Date: 3/27/2000

Series 53

Date: 11/2/2001

Series 24

Date: 6/13/2000

Current Firm

5TH STREET ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

5TH STREET ADVISORS, LLC

TRUST BUT VERIFY

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