Kevin Curran, financial advisor Albany NY

Kevin Curran

CRD Number: 2877993
Current Firm: Curran Wealth Management

Kevin Curran (CRD# 2877993) is an Investment Advisor Representative working at Curran Wealth Management in Albany, NY and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cim, Llc D/b/a Curran Investment Management Albany, NY Jan 2022 - Current 2
Cimas, LLC Albany, NY May 2021 - Current 2
Cim, Llc D/b/a Curran Investment Management Philadelphia, PA Aug 2013 - Jan 2022 8
Cimas, LLC Philadelphia, PA Oct 2006 - May 2021 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2002
S63 Uniform Securities State Law Examination May 1997
Contact Info for Kevin T. Curran
Phone Number: 518-391-4200
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    633
    MILLIONS
  • Total Number of Accounts
    948
    ACCOUNTS
  • Average Account Value
    $668,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, MA, MD, NC, NH, NJ, NY, PA, TX, VA

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