Scott Curran, financial advisor Fairfield CT

Scott Curran

CRD Number: 4684975
Current Firm: First Trust Advisors LP

Scott Curran (CRD# 4684975) is an Investment Advisor Representative working at First Trust Advisors LP in Fairfield, CT and has over 20 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Fairfield CT
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Harlan Fischer, financial advisor Fairfield CT
Harlan J. Fischer
CRD# 811927
Cetera Investment Advisers LLC
Similar Advisors
Anthony Leonardi, financial advisor Fairfield CT
Anthony M. Leonardi
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL Aug 2018 - Current 5
First Trust Advisors LP Wheaton, IL Aug 2018 - Current 5
Aig Capital Services, Inc. Jersey City, NJ Jan 2014 - Aug 2018 4
Sunamerica Asset Management Corp. Jersey City, NJ Jan 2014 - Aug 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Scott M. Curran
Phone Number: 630-765-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    190,452
    MILLIONS
  • Total Number of Accounts
    3,143
    ACCOUNTS
  • Average Account Value
    $60,595,609
Compensation Options
  • A percentage of assets under your management
  • Other
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)
  • Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.