Thomas Curtin, financial advisor Windsor CT

Thomas Curtin

CRD Number: 5243482
Current Firm: Arbor Point Advisors

Thomas Curtin (CRD# 5243482) is an Investment Advisor Representative working at Arbor Point Advisors in Windsor, CT and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Windsor, CT Jun 2021 - Current 2
Arbor Point Advisors Windsor, CT Jun 2021 - Current 2
Hammond Iles Wealth Advisors Wethersfield, CT Dec 2019 - May 2021 1
Cuna Brokerage Services, Inc. Waverly, IA Jun 2018 - Nov 2019 1
Cuna Mutual Group Waverly, IA Jun 2018 - Nov 2019 1
Unemployed Wethersfield, CT Mar 2018 - Jun 2018 < 1
Lpl Financial Springfield, MA May 2017 - Mar 2018 < 1
Westfield Bank Springfield, MA May 2017 - Mar 2018 < 1
Unemployed Wethersfield, CT Jan 2017 - Apr 2017 < 1
Northern Lights Distributors, LLC Omaha, NE Jan 2014 - Dec 2016 2
Wellesley Investment Advisors, Inc. Wellesley, MA Dec 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Nov 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas J. Curtin
Phone Number: 888-777-1992
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    6,429
    MILLIONS
  • Total Number of Accounts
    30,789
    ACCOUNTS
  • Average Account Value
    $208,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV, WY

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