CIM, LLC
Legal name: CURRAN WEALTH MANAGEMENT
CRD #132136 SEC #801-63553 ALBANY, NY 518-391-4200
SEC Registered
Total AUM
$751.1M
Discretionary
$720.9M
Employees
12
Clients
51
Accounts
994
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLIFFORD, LISA, MARY | I | SENIOR VICE PRESIDENT | NA | Control |
| CLIFFORD, LISA, MARY | I | SENIOR VICE PRESIDENT | NA | Control |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CO-CEO/CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CO-CEO/CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CO-CEO/CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CO-CEO/CHIEF INVESTMENT OFFICER | NA | |
| CURRAN, KEVIN, THOMAS | I | CO-CEO/CHIEF INVESTMENT OFFICER | NA | |
| GALAZZO, JANICE, MARIE | I | CHIEF INFORMATION OFFICER | NA | |
| GALAZZO, JANICE, MARIE | I | CHIEF INFORMATION OFFICER | NA | |
| GALAZZO, JANICE, MARIE | I | CHIEF INFORMATION OFFICER | NA | |
| GALAZZO, JANICE, MARIE | I | CHIEF INFORMATION OFFICER | NA | |
| GALAZZO, JANICE, MARIE | I | CHIEF INFORMATION OFFICER | NA | |
| GALAZZO, JANICE, MARIE | I | CHIEF INFORMATION OFFICER | NA | |
| GALAZZO, JANICE, MARIE | I | CHIEF INFORMATION OFFICER | NA | |
| GALAZZO, JANICE, MARIE | I | CHIEF INFORMATION OFFICER | NA | |
| ROJAS, DEBORAH, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROJAS, DEBORAH, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROJAS, DEBORAH, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROJAS, DEBORAH, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CO-CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CO-CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CO-CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CO-CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, THOMAS, JOSEPH | I | CO-CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (15)
AZ CA CT FL MA MD NC NH NJ NY PA TX UT VA VT
Address
30 S. PEARL STREET, 9TH FLOORALBANY, NY 12207
United States
Phone: 518-391-4200