Investment Advisor
in Raleigh, NC
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About this Advisor

Michael Curran is an advisor in Raleigh, North Carolina. Currently an advisor with Captrust, Curran has an impressive 35 years of work experience in the financial advisory industry. Curran maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Curran is registered to work with clients based out of North Carolina. Over the course of their career, Curran has held roles at Captrust Financial Advisors, Principal Financial Group, Princor Financial Services Corporation and Principal Life Insurance Company. Captrust is headquartered in Raleigh, North Carolina, and operates out of 34 additional offices in the nation. Overall, Captrust manages $274 billion in assets throughout 16,305 accounts and retains more than 412 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 9,438 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Captrust offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

35 years

Services Offered

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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management


NC Average: $3,625,019,099
Total Number of Employees


NC Average: 22
Total Number of Accounts


NC Average: 1,917
Average Account Size


NC Average: $1,890,985

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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
  • Publication of periodicals or newsletters

Michael Curran Work History

Michael has 35 years of experience.

2009 - Present (10 years)

Captrust Financial Advisors

1998 - Present (21 years)

Principal Life Insurance Company

1984 - Present (35 years)

Princor Financial Services Corporation

1983 - Present (36 years)

Principal Financial Group


Michael Curran has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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