AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RC

Richard F. Curcio

INTEGRITY INVESTMENTS
Venice, FL 34285
Some features on this profile are disabled
CRD#: 870977
RC

Professional summary


Richard Frank Curcio is a registered financial professional currently at INTEGRITY INVESTMENTS, INC. located in Venice, Florida.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1979. Richard has worked at 4 firms and has passed the Series 63, Series 99TO, Series 6TO, Series 79TO, SIE, Series 7, Series 1, Series 14, Series 28, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Richard Frank Curcio'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

April 30, 1993 - Present

INTEGRITY INVESTMENTS, INC.

Office #1: 221 Pensacola Road, Venice, FL 34285Office #2: 333 S Tamiami Trail Suite 388, Venice, FL 34285
BD
CRD#: 31017
Venice, FL
Past

October 11, 2012 - July 14, 2021

INTEGRITY MANAGEMENT & RESEARCH INC

RIA
CRD#: 105983
VENICE, FL
Past

May 9, 2001 - September 10, 2012

INTEGRITY MANAGEMENT & RESEARCH INC

RIA
CRD#: 105983
VENICE, FL
Past

July 21, 1986 - September 21, 1992

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

September 13, 1979 - July 11, 1989

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
SMITHFIELD, RI

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(5/13/1993)
RR
North Carolina
(7/21/2006)
RR
Ohio
(8/7/2006)
RR
Virginia
(7/21/1993)

Exams


State Security Law Exam
RR
Series 63
Date: 11/1/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/8/1979
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 28
Date: 11/8/2005
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


II
INTEGRITY INVESTMENTS, INC.
INTEGRITY INVESTMENTS, INC.

CRD#: 31017 / SEC#: , 8-45302

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
333 S Tamiami Trail Suite 388, Venice, FL 34285
Mailing Address
333 S Tamiami Trail Suite 388, Venice, FL 34285
Phone number
(941) 484-4000
Established
Florida since 09/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CURCIO, RICHARD FRANKCHAIRMAN/CEO/CCO870977
CURCIO, BRENDEN RAPHAELPRESIDENT2366247
CURCIO, DENIS RICHARDSHAREHOLDER2655577
MELLEY, JOAN MARIESHAREHOLDER
MELLEY, ROBERT ARTHURSHAREHOLDER331600
WAGONER, JASON JOSEPHSHAREHOLDER2449885

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.

Company Information


INTEGRITY INVESTMENTS, INC.

CRD#: 31017Venice, FL 34285

TRUST BUT VERIFY

Monitor Richard Curcio

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Adam J Ausloos
Adam AusloosAdvisorCheck Check Mark
ADVICEWORKS WEALTH ADVISORS
IAR
SARASOTA, FL
John Edward Darby
John DarbyAdvisorCheck Check Mark
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
IAR
SARASOTA, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics