Curt Joseph Di Giacomo

Employer firm

Goal Line Wealth Management, Inc. CRD 305986

$85.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 09/2016
  Morgan Stanley Smith Barney
  La Jolla, CA
• 01/2015 → 09/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2016 → 01/2020
  Wells Fargo Advisors Financial Network, Llc
  La Jolla, CA
• 01/2020 → Present
  Goal Line Wealth Management, Inc.
  Solana Beach, GA
• 01/2020 → Present
  Sowell Management
  North Little Rock, AR

Previous Registrations

• 2016-09-09 → 2020-01-22
  Wells Fargo Advisors Financial Network, Llc
  Solana Beach, CA
• 2020-01-16 → 2020-01-16
  Sowell Management
  Solana Beach, CA
• 2009-06-01 → 2016-09-19
  Morgan Stanley
  San Diego, CA
  La Jolla, CA
• 2002-07-19 → 2009-06-01
  Citigroup Global Markets Inc.
  La Jolla, CA
  La Jolla, CA

Other Businesses

RENTAL PROPERTY, INV RELATED, SAN DIEGO, CA, 100% OWNER; START DATE: 2015; 1 PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. NOTARY PUBLIC; NOT INVESTMENT RELATED; SAN DIEGO, CA; START DATE 09/01/2016; 2 HOURS PER MONTH / .5 DURING TRADING. INSURANCE; INVESTMENT-RELATED; SOLANA BEACH, CA; INSURANCE AGENT; 2020; APPROX. 30 HRS/MO DURING TRADING HRS; SALE OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-12
• S63 Uniform Securities Agent State Law Examination
  2002-06-28

Designations

• Certified Financial Planner

Other Names

• Curt Joseph Digiacomo
• Curtis Joseph Digiacomo
• Curt J Di Giacomo