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 an SEC-registered investment adviser since 2004. The firm is owned by an individual and is listed in the data as an unclassified adviser. The record indicates Cimas is not a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser; it is also not identified as a pension consultant or a related adviser. The provided dataset does not include descriptions of the firm’s client segments, fee schedules, advisory products, or specific investment philosophies. Those elements—such as target client types, discretionary versus nondiscretionary mandates, and portfolio construction approach—were not disclosed in the supplied information.

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

    Co-CEO and CIOCRD 2877993

Contacts

3 of 4
  • Derek Gray

    Relationship ManagerCRD 4897218

  • AUDRA HIGGINS

    Business Operations ManagerCRD 5654262

  • THOMAS CURRAN

    FounderCRD 59035

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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