Andrew Curran, financial advisor Indianapolis IN

Andrew Curran

CRD Number: 6262470
Current Firm: Fidelity Personal And Workplace Advisors

Andrew Curran (CRD# 6262470) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Indianapolis, IN and has over 10 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Fidelity Brokerage Services LLC Indianapolis, IN Jan 2020 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis, IN Jun 2019 - Jan 2020 < 1
Bank Of America, N.a. Indianapolis, IN Jun 2019 - Jan 2020 < 1
First Person Advisors Indianapolis, IN Feb 2018 - May 2019 1
Fidelity Investments Covington, KY Oct 2012 - Mar 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Andrew C. Curran
Phone Number: 617-563-7000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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