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Financial ADVSR advisor directory · SEC adviser records

Curran Wealth Management financial advisors in Albany, NY

Every SEC-registered investment adviser representative at a Curran Wealth Management office in Albany, A to Z.

The short answer

3 registered advisors work at Curran Wealth Management in Albany, out of 3 at the firm nationwide; it ranks number 28 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Curran Wealth Management advisors in Albany, A to Z

Every Curran Wealth Management advisor →

Curran Wealth Management advisors in every city and state →Curran Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Albany

All Albany advisors →

LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Pks Advisory Services, LLC 33Northwestern Mutual Investment Services, LLC 28Strategic Advisers LLC 17Wells Fargo Clearing Services, LLC 17Janney Montgomery Scott LLC 13UBS Financial Services Inc. 12Ameriprise Financial Services, LLC 11Citizens Securities, Inc. 10Focus Partners Wealth, LLC 8Private Advisor Group, LLC 8

Questions

How many financial advisors does Curran Wealth Management have in Albany?

3 investment adviser representatives are registered at Curran Wealth Management offices in Albany, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Curran Wealth Management one of the largest advisor employers in Albany?

Curran Wealth Management ranks number 28 in Albany by registered advisors; LPL Financial LLC has the most, with 58.

How do I check a Curran Wealth Management advisor in Albany?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Curran Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.