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Kevin Thomas Curran

Curran Wealth Management

Albany, NY

CRD 2877993

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Employer firm

Curran Wealth Management CRD 132136

$804M regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Curran Wealth Management

30 S. Pearl Street, 9Th Floor, Albany, NY 12207 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-27
  • NY RA
    APPROVED
    Since 2021-08-27

Branch Locations

30 S. Pearl Street, 9Th Floor, Albany, NY 12207 • 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
Cim, Llc D/B/A Curran Investment Management Philadelphia PA 08/2013 01/2022
Cimas, Llc Philadelphia PA 10/2006 05/2021
Cim, Llc D/B/A Curran Investment Management Albany NY 01/2022 Present
Cimas, Llc Albany NY 05/2021 Present
  • 08/2013 → 01/2022
    Cim, Llc D/B/A Curran Investment Management
    Philadelphia, PA
  • 10/2006 → 05/2021
    Cimas, Llc
    Philadelphia, PA
  • 01/2022 → Present
    Cim, Llc D/B/A Curran Investment Management
    Albany, NY
  • 05/2021 → Present
    Cimas, Llc
    Albany, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-16
S63 Uniform Securities Agent State Law Examination 1997-05-23
  • S65 Uniform Investment Adviser Law Examination
    2002-11-16
  • S63 Uniform Securities Agent State Law Examination
    1997-05-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY

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