Sean Curran is a registered investment advisor at USA 401k, based in Springfield, MA, with 3 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12 clients with $8.1K 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% |
Fees are negotiable.
Fee Estimator
Location
One Financial Plaza, 1350 Main Street, Springfield, MA, 01103
Get directionsHistory
Regulatory History (2)
Regulatory
October 2023Financial
May 2019Other Business Activities
Sean serves as a Springfield City Councilor since January 2020, dedicating a few hours per week. He also works as an attorney performing real estate closings and representing individuals, taking about half of his time. Additionally, Sean represents buyers and sellers of residential real estate with Happy Valley Realty Group, LLC, dedicating minimal time.
Employment History
Current Registrations
USA 401k
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations3 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.