Michael
Curran

Captrust

CRD#1230945
Investment Advisor
in Raleigh, NC
Are you Michael Curran? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Disclosures

Yes

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Captrust Brokerage Details

Total Assets Under Management

$273,979,441,749

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

412

NC Average: 22
Total Number of Accounts

16,305

NC Average: 1,917
Average Account Size

$16,803,400

NC Average: $1,890,985

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

Michael Curran has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started