firm profile
Curran Wealth Management
Overview
Curran Wealth Management is an SEC registered investment adviser based in Albany, NY, registered since 2004. It reports $804M in assets under management across 1,074 accounts, with 12 employees. It has 3 investment adviser representatives.
- Reported AUM
- $804M
- Discretionary
- 96%
- Accounts
- 1,074
- Average account
- $749K
- Employees
- 12
- Advisory reps
- 3
- Registered since
- 2004
- Jurisdictions
- 12
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 2 of 2
- Kevin Thomas Curran Co-Chief Executive Officer, Chief Investment Officer CRD 2877993
- Thomas Joseph Curran Co-Chief Executive Officer, Sole Member, Chief Compliance Officer CRD 59035
Advisory reps 3 of 3
- Kevin Thomas Curran Registered Rep · Investment Adviser Rep CRD 2877993
- Thomas Joseph Curran Registered Rep · Investment Adviser Rep CRD 59035
- Derek George Gray Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4897218
Location
- Headquarters
- 30 S Pearl St Fl 9
Albany, NY 12207 - County
- Albany
- Metro area
- Albany-Schenectady-Troy, NY
- Region
- Northeast
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: curranllc.com
Every state, with registration dates
Similar firms near Albany
- Paradigm Capital Management, Inc.Albany, NY$2.4B AUM
- PKS Advisory Services, LLCAlbany, NY$1.1B AUM
- Independent Family Office, LLCAlbany, NY$76M AUM
- Greenbush Financial Group, LLCAlbany, NY$617M AUM
- Allsquare Wealth Management, LLCAlbany, NY$308M AUM
request a demo
See what we have on Curran Wealth Management
We'll walk you through the full profile and how to find more firms like this one.