Curbstone Financial Management Corp.

Curbstone Financial Management Corp. (CRD# 13348) is a financial advisory firm headquartered in Manchester, NH. They manage $261,177,609 in 489 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $534,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, NH, VT

Financial Advisors at Curbstone Financial Management Corp.
Showing 1 - 6 of 6 top financial advisors.
1
Melvin J. Severance
CRD#: 1281226
741 Chestnut Street, Manchester, NH 03104
101
Wealthminder
score

Melvin Severance (CRD# 1281226) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has over 32 years of experience in the finance industry. Melvin Severance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carolyn E. Pomfret
CRD#: 2676692
741 Chestnut Street, Manchester, NH 03104
96
Wealthminder
score

Carolyn Pomfret (CRD# 2676692) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has over 21 years of experience in the finance industry.

3
Pamela G. Diamantis
CRD#: 5166938
741 Chestnut Street, Manchester, NH 03104
93
Wealthminder
score

Pamela Diamantis (CRD# 5166938) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has over 10 years of experience in the finance industry.

4
Sarah Q. Yoshida
CRD#: 4533533
741 Chestnut Street, Manchester, NH 03104
90
Wealthminder
score

Sarah Yoshida (CRD# 4533533) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has 1 year of experience in the finance industry.

5
Thomas M. Lewry
CRD#: 308983
741 Chestnut Street, Manchester, NH 03104
76
Wealthminder
score

Thomas Lewry (CRD# 308983) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has over 34 years of experience in the finance industry. Thomas Lewry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robert W. Main
CRD#: 601100
741 Chestnut Street, Manchester, NH 03104
67
Wealthminder
score

Robert Main (CRD# 601100) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has 1 year of experience in the finance industry.

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