Nicholas Michael Curcio
Advisor at TIAA-CREF — Wheaton, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63, Series 65
Experience Industry experience
10 years
Location
Wheaton, IL 60189
TIAA-CREF
Enterprise
Nicholas Curcio is a CFA® charterholder with 10 years of industry experience. He has worked at TIAA since 2017 and joined TIAA-CREF in 2025. His prior experience includes roles at HarrisDirect LLC and E*TRADE Capital Management LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm offers customized portfolio management and operates as adviser to a donor-advised fund, applying a fiduciary standard within its vertically integrated advisory model.
Based on TIAA-CREF
Based on TIAA-CREF
$0 - $5,000: 0.30% annually (TIAA Personal Portfolio wrap fee) $5,001 - $25,000: No tier explicitly stated between $5K and $25K; see tiers below for higher levels $25,000+: Range from 1.15% to 0.40% annually (TIAA Portfolio Advisor wrap fee with brackets) No minimum - $1,000,000: 0.50% annually (Private Asset Management asset-based fee) $1,000,000+: From 0.90% to 0.40% annually for blended portfolio (Private Asset Management asset-based fee)
Account minimum: $1,000,000
Wheaton, IL
55 East Loop Road, Suite 101
Wheaton IL 60189
Advisors at this office
11
Alabama · Illinois · Texas · Vermont
10 years of industry experience
TIAA-CREF
2025 - Present • 1 year
Wheaton, IL
Tiaa
2017 - Present • 9 years
Wheaton, IL
HarrisDirect LLC
2015 - 2017 • 2 years
Chicago, IL
E*TRADE Capital Management LLC
2015 - 2017 • 2 years
Chicago, IL
E*TRADE Securities LLC
2015 - 2017 • 2 years
Chicago, IL
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