Brian
Curtin

Heritage Investors Management Corp

CRD#5399503
Investment Advisor
in Bethesda, MD

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About this Advisor

Brian Curtin is a financial advisor operating in Bethesda, Maryland, with a total of 5 years of relevant experience. Curtin is currently employed by Heritage Investors Management Corp. Their career trajectory has included roles at Lord Abbett, Fbr Capital Markets and Heritage Investors Management Corporation. Curtin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maryland and Texas. Heritage Investors Management Corp is a firm based in Bethesda, MD. It controls $3 billion in assets under management between its 1,389 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 29 charities and foundations. Of its 1,389 customer accounts, 73% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Heritage Investors Management Corp has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types charged by Heritage Investors Management Corp may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7101 Wisconsin Avenue Suite 950
Bethesda, MD 20814-4878

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Heritage Investors Management Corp Brokerage Details

Total Assets Under Management

$3,126,801,088

MD Average: $6,889,882,315
Total Number of Employees

16

MD Average: 45
Total Number of Accounts

1,389

MD Average: 765
Average Account Size

$2,251,117

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brian Curtin Work History

Brian has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Heritage Investors Management Corporation

2016 - 2017 (1 year)

Fbr Capital Markets

2011 - 2015 (4 years)

Lord Abbett

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Curtin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Heritage Investors Management Corp

Christopher Hill
Bethesda, MD
Brian Curtin
Bethesda, MD
Laura Mcaree
Bethesda, MD
Andrew Schenker
Bethesda, MD
Kenneth Long
Bethesda, MD
Derek Stone
Bethesda, MD
Michael Cornfeld
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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