Curran Wealth Management

Curran Wealth Management (CRD# 132136) is a financial advisory firm headquartered in Albany, NY. They manage $633,264,095 in 948 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
30 S. Pearl Street, 9th Floor, Albany, NY 12207
https://www.facebook.com/pages/category/financial-service/curran-wealth-management-107449580995525/
By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Curran Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Kevin Curran, financial advisor Albany NY
Kevin T. Curran
CRD#: 2877993
30 S. Pearl Street, 9th Floor, Albany, NY 12207

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.

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

Thomas Curran (CRD# 59035) is an Investment Advisor Representative working at Curran Wealth Management in Albany, NY and has over 38 years of experience in the finance industry.

3
Derek Gray, financial advisor Albany NY
Derek G. Gray
CRD#: 4897218
30 S. Pearl Street, 9th Floor, Albany, NY 12207

Derek Gray (CRD# 4897218) is an Investment Advisor Representative working at Curran Wealth Management in Albany, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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