Curtin Financial Management, Inc.

Curtin Financial Management, Inc. (CRD# 125545) is a financial advisory firm headquartered in Wellesley, MA. They manage $31,388,523 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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.


Financial Advisors at Curtin Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
William J. Curtin
CRD#: 1146396
One Hollis Street, Suite 103, Wellesley, MA 02482

William Curtin (CRD# 1146396) is an Investment Advisor Representative working at Curtin Financial Management, Inc. in Wellesley, MA and has over 16 years of experience in the finance industry. William Curtin 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.

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