Thomas Curran
Thomas Curran is a registered investment advisor at Ameriprise Financial Services, LLC, based in Westborough, MA, with 37 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1400 Computer Dr, Ste 110, Westborough, MA, 01581-1760
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2025Customer Dispute
October 2018Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Thomas is an independent insurance broker with Ohio National since 2009. The filing does not specify the amount of time spent on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Equity Services, INC.Broker
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.