Curran Wealth Management

Curran Wealth Management (CRD# 132136) is a financial advisory firm headquartered in Albany, NY. They manage $309,000,000 in 633 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    633
    ACCOUNTS
  • Average Account Value
    $488,152
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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
  • Publication of periodicals or newsletters
  • 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.

AZ, CA, FL, MA, NH, NJ, NY, PA, TX

Financial Advisors at Curran Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Kevin T. Curran
CRD#: 2877993
1500 Walnut Street, Suite 700, Philadelphia, PA 19102
96
Wealthminder
score

Kevin Curran (CRD# 2877993) is an Investment Advisor Representative working at Curran Wealth Management in Philadelphia, PA and has over 20 years of experience in the finance industry.

2
Thomas J. Curran
CRD#: 59035
621 Lafayette Street, Cape May, NJ 08204
93
Wealthminder
score

Thomas Curran (CRD# 59035) is an Investment Advisor Representative working at Curran Wealth Management in Cape May, NJ and has over 32 years of experience in the finance industry.

3
Cristina L. Scheid
CRD#: 2553500
30 S. Pearl Street, 9th Floor, Albany, NY 12207
93
Wealthminder
score

Cristina Scheid (CRD# 2553500) is an Investment Advisor Representative working at Curran Wealth Management in Albany, NY and has over 23 years of experience in the finance industry.

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