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 an SEC-registered limited liability company that first registered in 2004. The firm is owned by an individual and is classified in FINTRX as unclassified. Publicly reported characteristics indicate it does not identify as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and does not report pension consulting or related-adviser status. Filings do not disclose the firm’s client segments, fee model, specific business activities, or advisory services. That absence of detail in the record makes it difficult to position the firm around a particular client niche or investment strategy from the available data alone.

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