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William John Curtin

Curtin Financial Management, Inc.

Wellesley, MA

CRD 1146396

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Employer firm

Curtin Financial Management, Inc. CRD 125545

$73.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Curtin Financial Management, Inc.

Tuftonboro, NH • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-03
NH RA APPROVED 2026-01-05
MA RA APPROVED 2003-06-09
  • FL RA
    APPROVED
    Since 2026-03-03
  • NH RA
    APPROVED
    Since 2026-01-05
  • MA RA
    APPROVED
    Since 2003-06-09

Branch Locations

One Hollis Street Suite 103, Wellesley, MA 02482 • 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
Curtin Financial Management, Inc. Wellesley MA 01/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-07
  • S65 Uniform Investment Adviser Law Examination
    2002-06-07
Designations
  • Certified Financial Planner
Other Names
  • Bill Curtin

View on SEC IAPD

Nearby Firms

PEAK FINANCIAL MANAGEMENT INC
EQUITABLE ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC

Nearby Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON

Nearby Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA

More in Wellesley, MA

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