DC
DC

Denis Curran

16 Years of Experience
Cos Cob, CT

Denis Curran is a registered investment advisor at Willowfield Ventures LLC, based in Cos Cob, CT, with 16 years of industry experience. Denis 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 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Cos Cob, CT

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Denis is the CEO of Willowfield Ventures LLC, providing consulting and advising services since 2008. This work, typically involving marketing advice to investment management companies, requires about 10-20% of Denis's time.

Employment History
Current Registrations
Willowfield Ventures LLC
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Wall Street AccessBroker
January 2010 - August 2018 · 8 yrs 7 mos
State Registrations1 state
CT
Advisor

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.

Exams
No exam information available for this advisor.
Denis Curran - Financial Advisor | TrueAdvisor