Geoffrey
Curran
Merriman
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About this Advisor
Geoffrey Curran is a financial advisor based in Seattle, Washington, working with Merriman. Geoffrey has previously held positions at TD Ameritrade and Merriman Wealth Management, LLC. Geoffrey has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Geoffrey is part of Merriman, which operates out of Seattle, Washington. The firm has 3 offices and 55 employees. The firm manages assets totaling $3.6 billion and 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 pooled investment vehicles, selection of other advisers, and other services. The fee structure at Merriman includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,605,822,320
55
2,370
$1,521,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Geoffrey Curran Work History
Merriman Wealth Management, LLC
Td Ameritrade
Disclosures
Please visit the SEC profile of Geoffrey Curran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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