Patricia Curran
Patricia Curran is a registered investment advisor at Osaic Wealth, INC., based in Needham Heights, MA, with 29 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
160 Gould Street, Suite 212, Needham Heights, MA, 02494
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Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Patricia is an insurance agent selling fixed products, dedicating a few hours per week to this activity. She is also a member of Boston Women in Finance and a representative for Liquidity Choices, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
M. R. Beal & CompanyBroker
Bear, Stearns & CO. INC.Broker
State Registrations4 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.