Curran Investment Management

Curran Investment Management (CRD# 132136) is a financial advisory firm headquartered in Albany, NY. They manage $305,000,000 in 616 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $495,130
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
  • 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.

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

Financial Advisors at Curran Investment 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 Investment Management in Philadelphia, PA and has over 19 years of experience in the finance industry.

2
Thomas J. Curran
CRD#: 59035
30 S. Pearl Street, 9th Floor, Albany, NY 12207
93
Wealthminder
score

Thomas Curran (CRD# 59035) is an Investment Advisor Representative working at Curran Investment Management in Albany, NY and has over 31 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 Investment Management in Albany, NY and has over 21 years of experience in the finance industry.

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