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Thomas Joseph Curtin

McClurg Capital Corp.

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About Thomas Joseph Curtin

Thomas Curtin is a financial advisor with over 30 years of experience in the industry. Thomas currently works at McClurg Capital Corp. in SAN RAFAEL, CA. He has a strong track record of success in helping clients achieve their financial goals. Thomas has worked at a number of well-respected financial institutions, including WULFF, HANSEN & CO., SMITH CULVER INVESTMENTS, and THOMAS F. WHITE & CO., INCORPORATED.

Firm Information

Thomas Curtin is currently registered with McClurg Capital Corp.. McClurg Capital Corp., a corporation formed in June 1985, is an investment advisor with a focus on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $83 million in assets, primarily for individuals, with a smaller portion dedicated to charitable organizations and corporations. McClurg Capital Corp. is registered with the SEC and in 10 states, including Arizona, California, District of Columbia, Florida, Maryland, Nevada, Oregon, Texas, Utah, and Washington. The firm's website is located at HTTP://WWW.MCCLURGCAPITAL.COM.

$83.00M

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Thomas Curtin’s Registration & Firm History

CA

09/25/2017 - Present

McClurg Capital Corp. (SAN RAFAEL CA)

CA

06/10/1997 - 09/29/2017

WULFF, HANSEN & CO. (SAN FRANCISCO CA)

CA

10/23/1989 - 06/09/1997

SMITH CULVER INVESTMENTS (SAN FRANCISCO CA)

CA

09/13/1989 - 10/31/1989

THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)

NA

02/21/1989 - 08/22/1989

LONDON ZURICH SECURITIES, INC.

CO

01/24/1989 - 03/02/1989

DUNHILL INVESTMENTS LTD. (ENGLEWOOD CO)

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Licenses & Designations

BC

Issued 05/03/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Joseph Curtin.
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