Cimas, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Albany, New York
CRD number
132263
Registered since
November 2, 2004

Firm profile

FINTRX

Overview

Cimas, LLC is organized as a limited liability company and has been registered with the SEC since 2004. Ownership is listed as individual ownership, and the firm is categorized as "Unclassified" in the available records. The firm is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kevin Curran

    Kevin Curran

    Co-CEO and CIOCRD 2877993

Contacts

3 of 4
  • Derek Gray

    Derek Gray

    Vice President, Private Wealth ManagementCRD 4897218

  • Audra Higgins

    Audra Higgins

    Business Operations ManagerCRD 5654262

  • Thomas Curran

    Thomas Curran

    FounderCRD 59035

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Albany, NY

Albany

Location

Albany, NY

Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Albany
Address
30 S Pearl St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth