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Nicholas Allen Curran

Interlake Capital Management, LLC

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About Nicholas Allen Curran

Nicholas Curran is an investment advisor representative with Interlake Capital Management, LLC in CARMEL, CA. Nicholas is a registered investment advisor in Wisconsin. Nicholas' previous employers include PRUCO SECURITIES, LLC. and AXA ADVISORS, LLC. Nicholas has passed the Series 7 and Series 66 exams. Nicholas has a total of 25 clients and approximately $69,450,000 in regulatory assets under management. Interlake Capital Management, LLC offers portfolio management for individuals and pension consulting.

Firm Information

Nicholas Curran is currently registered with Interlake Capital Management, LLC. Interlake Capital Management, LLC is an investment advisor with approximately $69.45 million in regulatory assets under management. The firm provides portfolio management for individuals and pension consulting services. Interlake Capital Management, LLC has 53 total accounts, of which 39 are discretionary and 14 are non-discretionary. The firm's clients include pension and profit-sharing plans, as well as individuals other than high-net-worth individuals.

$69.45M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Curran’s Registration & Firm History

CA

01/06/2024 - Present

Interlake Capital Management, LLC (CARMEL CA)

WI

10/28/2005 - 04/30/2008

PRUCO SECURITIES, LLC. (WAUWATOSA WI)

NY

09/30/2004 - 08/10/2005

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Allen Curran.
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