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Daniel Joseph Curran

Cerity Partners LLC

Albany, NY

New York, NY

CRD 4396943

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-30
  • NY RA
    APPROVED
    Since 2025-09-30

Branch Locations

4 Tower Place Suite 1001, Albany, NY 12203 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bender Lane Advisory, Llc Albany NY 06/2014 07/2019
Graypoint Llc Albany NY 07/2019 09/2025
Cerity Partners Llc New York NY 09/2025 Present
  • 06/2014 → 07/2019
    Bender Lane Advisory, Llc
    Albany, NY
  • 07/2019 → 09/2025
    Graypoint Llc
    Albany, NY
  • 09/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2021-09-08 → 2025-10-03
    Graypoint Llc
    Albany, NY
    Saratoga Springs, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-16
  • S63 Uniform Securities Agent State Law Examination
    2001-10-16
Other Names
  • Curran Joseph Daniel

View on SEC IAPD

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