Curt J. Di Giacomo
Professional summary
Curt Joseph Di Giacomo, CFP®, CIMA®, CPWA®, who also goes by Curt J Di Giacomo, Curt Joseph Digiacomo, Curtis Joseph Digiacomo, is a registered financial advisor currently at GOAL LINE WEALTH MANAGEMENT, INC. located in Solana Beach, California.
Curt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Curt has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Curt Joseph Di Giacomo's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
January 16, 2020 - Present
GOAL LINE WEALTH MANAGEMENT, INC.
January 16, 2020 - January 16, 2020
SOWELL MANAGEMENT
September 9, 2016 - January 22, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
September 9, 2016 - January 22, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 1, 2009 - September 19, 2016
MORGAN STANLEY
June 1, 2009 - September 19, 2016
MORGAN STANLEY
July 19, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
June 21, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/16/2020)
(3/29/2021)
Exams
Current Firm
GOAL LINE WEALTH MANAGEMENT, INC.
CRD#: 305986 / SEC#: 801-117874
Contact information
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 77,400,000 |
Red Flags
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