Brian P. Curtin

CURTIN FINANCIAL SERVICES

BURLINGTON, MA 01803

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CRD#: 2617477

Professional summary

Brian Patrick Curtin is a registered financial advisor currently at CURTIN FINANCIAL SERVICES, INC. located in Burlington, Massachusetts.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Brian has worked at 2 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Town of Burlington-Elected Treasurer/Collector-Spend 40 Hours weekly. Burlington Municipal Federal Credit Union-Treasruer and Board member spend 5 hour/week Burlington Community Scholarship Foundation Treasurer and Board member spend 10 hours/weekly Middlesex County Retirement System-Vice Chairmen and board member spend 10/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Patrick Curtin's CRS (Customer Relationship Summary).

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

Current

April 19, 2005 - Present

CURTIN FINANCIAL SERVICES, INC.

Office #1: 35 Center Street, Burlington, MA 01803

RIA

CRD#: 133095

BURLINGTON, MA

Past

September 19, 1996 - January 25, 2001

CGA SECURITIES, LLC

CRD#: 32301

BALTIMORE, MD

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(4/19/2005)

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Exams

General Industry/Product Exam

Series 6

Date: 9/18/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CURTIN FINANCIAL SERVICES, INC.

CRD#: 133095 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/14/1994 Approved)

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Contact information

Main Address

35 Center Street, Burlington, MA 01803

Mailing Address

Phone number

(781) 640-8425

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 1,500,000

Red Flags

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Brian P. Curtin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Patrick Curtin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CURTIN FINANCIAL SERVICES, INC.

CGA SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 6

Date: 9/18/1996

Current Firm

CURTIN FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CURTIN FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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