Kevin
Curran
Curran Wealth Management
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About this Advisor
Kevin Curran is a chartered financial analyst who works in Albany, New York with a total of 2 years of relevant experience. Curran is currently employed by Curran Wealth Management. Over the course of their career, they have held roles at Cim, LLC D/B/A Curran Investment Management and Cimas, LLC. Curran maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in New York. Curran Wealth Management is a registered investment firm based in Albany, NY. The investment advisory business has a total of 12 financial advisors. It administers $513 million in total assets among its 877 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides services to 12 charitable organizations. Of its 877 customer accounts, 39% belong to high-net-worth clients who have more than $1 million in investable assets. The company offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fees typically vary depending on which services are offered. Fee types charged by Curran Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Curran Wealth Management Brokerage Details
$513,434,111
12
877
$585,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Curran Work History
Kevin has been registered as a financial advisor for 2 years.*
Cim, LLC D/B/A Curran Investment Management
Cimas, LLC
Cim, LLC D/B/A Curran Investment Management
Cimas, LLC
Cim, LLC D/B/A Curran Investment Management
*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 Kevin Curran 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 Curran Wealth Management
Albany, NY
Albany, NY
Albany, NY
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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