Geoffrey
Curran

Merriman

CRD#5812152
Investment Advisor
in Seattle, WA

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About this Advisor

Geoffrey Curran is a certified financial planner and chartered financial analyst based out of Seattle, Washington who has 7 years of industry experience. Curran is currently employed by Merriman. Throughout their career, Curran has worked at Hamilton Financial Partners, Fas, Td Ameritrade and Merriman Wealth Management, LLC. Curran maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Washington. Merriman is an advisory company based out of Seattle, WA. It has offices in four locations and a total of 57 employees. It administers $3 billion in assets under management between its 2,306 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 2,306 customer accounts, 43% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Merriman most likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

920 Fifth Avenue Suite 2720
Seattle, WA 98104

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Merriman Brokerage Details

Total Assets Under Management

$3,297,155,500

WA Average: $3,566,627,242
Total Number of Employees

57

WA Average: 46
Total Number of Accounts

2,306

WA Average: 1,499
Average Account Size

$1,429,816

WA Average: $2,379,338

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

Geoffrey has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Merriman Wealth Management, LLC

2013 - 2016 (3 years)

Td Ameritrade

2010 - 2013 (3 years)

Hamilton Financial Partners, Fas

*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 Geoffrey 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 Merriman

Brian Woodward
Spokane, WA
Sierra Butler
Seattle, WA
Moorea Monaco
Eugene, OR
Michael Ersser
Seattle, WA
Frank Mclaughlin
Seattle, WA
Danielle Strumbeta
Seattle, WA
Christopher Waclawik
Seattle, WA
Michelle Smith
Seattle, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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