Brian
Curtin
Heritage Investors Management Corp
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About this Advisor
Brian Curtin is a financial advisor based in Bethesda, Maryland, working with Heritage Investors Management Corp. Brian has previously held positions at Lord Abbett, Fbr Capital Markets, and Heritage Investors Management Corporation. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Brian is part of Heritage Investors Management Corp, which operates out of Bethesda, Maryland. The firm has 20 employees and manages assets totaling $3.7 billion. The firm 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, and selection of other advisers. The fee structure at Heritage Investors Management Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heritage Investors Management Corp Brokerage Details
$3,663,856,037
20
1,391
$2,633,973
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
Heritage Investors Management Corporation
Fbr Capital Markets
Lord Abbett
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
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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