Thomas
Curtin
Arbor Point Advisors
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About this Advisor
Thomas Curtin is a financial advisor based in Windsor, Connecticut, working with Arbor Point Advisors. Thomas has previously held positions at Wellesley Investment Advisors, Inc, Northern Lights Distributors, LLC, Lpl Financial, Westfield Bank, Cuna Brokerage Services, Inc, Cuna Mutual Group, Hammond Iles Wealth Advisors, Osaic Wealth, Inc, Arbor Point Advisors, and Securities America, Inc. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Thomas is part of Arbor Point Advisors, which operates out of Windsor, Connecticut. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,929,575,682
2,643
28,010
$247,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Curtin Work History
Osaic Wealth, Inc
Arbor Point Advisors
Securities America, Inc
Hammond Iles Wealth Advisors
Cuna Brokerage Services, Inc
Cuna Mutual Group
Lpl Financial
Westfield Bank
Northern Lights Distributors, LLC
Wellesley Investment Advisors, Inc
Disclosures
Please visit the SEC profile of Thomas Curtin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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