Megan Schaefer-Curran, financial advisor Baltimore MD
93 score

Megan Schaefer-Curran

CRD Number: 2972149
Current Firm: Brown Advisory

Megan Schaefer-Curran (CRD# 2972149) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Brown Advisory, LLC Baltimore, MD Jun 2012 - Current 4
Silver Bridge Capital Management Boston, MA May 2011 - Jun 2012 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jul 2008 - May 2011 2
Ubs Financial Services Inc. Boston, MA Jan 2003 - Jul 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Megan P. Schaefer-Curran
Phone Number: 410-537-5400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    41,853
    MILLIONS
  • Total Number of Accounts
    7,368
    ACCOUNTS
  • Average Account Value
    $5,680,431
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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