Brian Curtin is a registered investment advisor at Curtin Financial Services, INC., based in Burlington, MA, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Curtin Financial Services charges a fixed annual fee for managing your investments. This fee ranges from $500 to $1,000 per year, billed quarterly, and is based on the amount of assets managed or the time spent on the investments.
Location
35 Center STREET, Burlington, MA, 01803
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the elected Treasurer/Collector for the Town of Burlington, spending nearly full-time on this role. He also holds treasurer and board member positions at Burlington Municipal Federal Credit Union and Burlington Community Scholarship Foundation, and is Vice Chairman and board member of Middlesex County Retirement System.
Employment History
Current Registrations
Curtin Financial Services, INC.
State Registrations1 state
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.