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 16 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL Aug 2018 - Current 2
First Trust Advisors LP Wheaton, IL Aug 2018 - Current 2
Sunamerica Asset Management Corp. Jersey City, NJ Jan 2014 - Aug 2018 4
Aig Capital Services, Inc. Jersey City, NJ Jan 2014 - Aug 2018 4
Oppenheimerfunds Distributor, Inc. Centennial, CO May 2005 - Jan 2014 8
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
    145,498
    MILLIONS
  • Total Number of Accounts
    3,434
    ACCOUNTS
  • Average Account Value
    $42,369,831
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
  • Security ratings or pricing services
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

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