AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CC

Cornelius G. Curran

Some features on this profile are disabled
CRD#: 2479171
CC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cornelius Gerard Curran, who also goes by Cornelius G Curran, Neil Curran, was a registered financial professional .

Cornelius is a previously registered financial professional and started their career in finance in 1998. Cornelius had worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cornelius G Curran | Neil Curran

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Optimum Advisor Strategies, LLC; Not Investment Related; Palm Beach Gardens, FL; General Consulting; Owner/General Manager; Start Date 03/2021; Approximately 20 hours/month with 1 hour/month devoted during securities trading hours; Networking for new client engagements 2.) FundVantage Trust; Not Investment Related; Wilmington, DE; 40 Act Multiple Series Trust; Business Development Consultant; Start Date 01/2022; Approximately 40 hours/month with 1 hour/month devoted during securities trading hours; Seeking Investment Managers interested in launching a mutual fund under a Multiple Series Trust

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2023 - December 1, 2023

THE J. ARNOLD WEALTH MANAGEMENT CO., LLC

RIA
CRD#: 159710
Palm Beach Gardens, FL
Past

January 27, 2006 - January 6, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
BOCA RATON, FL
Past

January 27, 2006 - January 6, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
BOCA RATON, FL
Past

October 11, 2005 - January 31, 2006

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
MEDIA, PA
Past

September 1, 2005 - January 31, 2006

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

September 8, 1998 - December 13, 2000

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/24/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/24/2022
General Securities Principal Examination

Current Firm


TJ
THE J. ARNOLD WEALTH MANAGEMENT CO., LLC
THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | THE J. ARNOLD WEALTH MANAGEMENT COMPANY

CRD#: 159710 / SEC#: 801-118114

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8040 Market Street, Youngstown, OH 44512
Mailing Address
Phone number
(330) 965-9890
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Part 2 Brochures

THE J. ARNOLD WEALTH MANAGEMENT CO. FORM ADV PART 2 BROCHURE (3/10/2023)

Regulatory assets under management


Total Number of Accounts1,750
AUM (Assets Under Management)$ 255,279,984

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


THE J. ARNOLD WEALTH MANAGEMENT CO., LLC

CRD#: 159710

TRUST BUT VERIFY

Monitor Cornelius Curran

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics