Thomas Curran
Thomas Curran is a registered investment advisor at Curran Wealth Management, based in Cape May, NJ, with 56 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 385 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Blended rate typically ranges from 0.5% to 1.00% for non-institutional clients depending on account size and nature. Fees are negotiable.
Fee Estimator
Location
621 Lafayette Street, Cape May, NJ, 08204
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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 ActivitiesSells Insurance
Thomas owns C&W Enterprises and W&C Enterprises, investing in commercial real estate since 1975, and spends minimal time on it. He also owns Hippo Tax Services, LLC, a tax preparation and advice firm, and Beachside Leasing LLC, a vehicle leasing business, and is a licensed insurance agent who occasionally sells insurance products.
Employment History
Current Registrations
Curran Wealth Management
Cimas, LLCBroker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Albany CorporationBroker
Hayden Stone INC.Broker
State Registrations6 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.
Exams
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