Sam Curmaci
SAC Investment Management · Ft. Lauderdale, Florida
Sam Curmaci is a fee-only financial advisor at SAC Investment Management in Ft. Lauderdale, Florida. Sam charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
Facts
| Firm | SAC Investment Management |
|---|---|
| Based in | Ft. Lauderdale, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $68M across 160 accounts |
| SEC registration | Investment adviser representative in FL, GA, PA, TX · CRD 2725213 |
| Exams passed | Series 63 (1996) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | sacinvestments.com |
How Sam's firm compares
- SAC Investment Management's average account is about $425,000, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Sam
Is Sam Curmaci a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sam holds no broker registration, and SAC Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sam charge for financial advice?
Sam charges a percentage of assets.
How much does Sam charge?
According to SAC Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Sam Curmaci based?
Sam Curmaci is based in Ft. Lauderdale, Florida.
What does Sam specialize in?
Sam's specialties include retirement planning. Sam works with retirees.
Is Sam Curmaci registered with the SEC?
Yes. Sam Curmaci is registered as an investment adviser representative in FL, GA, PA and TX (CRD 2725213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does SAC Investment Management manage?
SAC Investment Management reports $68M across 160 accounts in assets under management.
How do I contact Sam Curmaci?
Through Sam's website, sacinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SAC Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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