Brian Michael Curtin

Employer firm

Heritage Investors Management Corp CRD 110420

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 08/2017
  Fbr Capital Markets
  Arlington, VA
• 02/2018 → Present
  Heritage Investors Management Corporation
  Bethesda, MD
• 09/2017 → 02/2018
  Unemployed
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-28
• S63 Uniform Securities Agent State Law Examination
  2016-10-03

Designations

• Chartered Financial Analyst