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Eric Daniel Curry

Boston Family Advisors LLC

Boston, MA

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Current Employers
Boston Family Advisors Llc

118 Newbury Street Suite 2, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-05
  • MA RA
    APPROVED
    Since 2025-02-05

Branch Locations

118 Newbury Street Suite 2, Boston, MA 02116 • 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
Impact Performance E Group Wellesley MA 05/2012 02/2018
Boston Private Bank & Trust Company Boston MA 02/2018 Present
Svb Wealth Llc Boston MA 11/2019 07/2024
Boston Family Advisors Llc Boston MA 01/2025 Present
  • 05/2012 → 02/2018
    Impact Performance E Group
    Wellesley, MA
  • 02/2018 → Present
    Boston Private Bank & Trust Company
    Boston, MA
  • 11/2019 → 07/2024
    Svb Wealth Llc
    Boston, MA
  • 01/2025 → Present
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-16
  • S65 Uniform Investment Adviser Law Examination
    2020-03-16
Other Names
  • Stew Curry

View on SEC IAPD

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