William J. Curtin
Professional summary
William John Curtin, CFP®, who also goes by Bill Curtin, is a registered financial advisor currently at CURTIN FINANCIAL MANAGEMENT, INC. located in Wellesley, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. William has worked at 7 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William John Curtin's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 2003 - Present
CURTIN FINANCIAL MANAGEMENT, INC.
Office #1: One Hollis Street Suite 103, Wellesley, MA 02482October 2, 1991 - July 18, 1994
LEHMAN SPECIAL SECURITIES INC.
October 2, 1991 - October 23, 1995
LEHMAN GOVERNMENT SECURITIES INC.
October 2, 1991 - August 12, 1996
LEHMAN BROTHERS INC.
July 29, 1987 - March 5, 1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
February 7, 1985 - March 5, 1990
DREXEL BURNHAM LAMBERT INCORPORATED
July 20, 1983 - September 28, 1984
BECKER PARIBAS INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/9/2003)
Exams
Current Firm
CURTIN FINANCIAL MANAGEMENT, INC.
CRD#: 125545 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 141 |
| AUM (Assets Under Management) | $ 63,714,741 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CURTIN FINANCIAL MANAGEMENT, INC.
CRD#: 125545Wellesley, MA 02482TRUST BUT VERIFY
Monitor William Curtin
Get automatic monthly alerts on:
