Thomas A Curran

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2020 → 04/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2015 → 05/2019
  Penn State University
  University Park, PA
• 07/2013 → 08/2017
  Town Of East Fishkill
  Hopewell Junction, NY
• 06/2017 → 12/2017
  Bonura Hospitality
  Poughkeepsie, NY
• 07/2018 → 08/2018
  Shoprite
  Lagrangeville, NY
• 12/2018 → 04/2019
  Lionheart Fitness & Tanning
  State College, PA
• 06/2019 → 12/2019
  Unemployed
  Hopewell Junction, NY
• 04/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2017 → 05/2017
  Project Vive
  Poughkeepsie, NY
• 05/2018 → 08/2018
  Mountain Pass Planning
  Lagrangeville, NY
• 05/2021 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-05-25
• S63 Uniform Securities Agent State Law Examination
  2020-03-05

Other Names

• Tom Alan Curran
• Tommy Alan Curran
• Thomas Curran
• Thomas Alan Curran