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 SEC-registered since 2004. FINTRX classifies the firm as unclassified and identifies it as individually owned rather than part of a larger corporate or institutional group. The database flags Cimas as not operating as a capital allocator and not affiliated as a related adviser. It is not listed as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant. Several typical firm attributes such as client base, fee structure and detailed advisory activities are not recorded in the available profile.

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

    Relationship ManagerCRD 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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth