Cimas, LLC

Broker-DealerFINRA Member
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 is owner-operated by an individual. The firm's public profile in the dataset is minimal: its business activities, advisory services, fee structure, and client segmentation are not disclosed. Classification is listed as "Unclassified," and the firm is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. It is also not flagged as an active ESG investor. The limited disclosure makes it difficult to characterize the firm's client focus, investment philosophy, or service model beyond its legal form and owner structure.

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
  • Thomas Curran

    Thomas Curran

    FounderCRD 59035

  • Audra Higgins

    Audra Higgins

    Business Operations ManagerCRD 5654262

  • Derek Gray

    Derek Gray

    Vice President, Private Wealth ManagementCRD 4897218

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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