AdvisorOS Directory
Claim Profile
Unclaimed Profile
KC

Kevin Francis Curran

APPLIED FUNDAMENTAL RESEARCH, LLC·CAMBRIDGE, Massachusetts
Clean record8 years registeredAPPLIED FUNDAMENTAL RESEARCH, LLC
50 CHURCH STREET, CAMBRIDGE, MA 02138CRD# 6189097Firm CRD# 167645

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Francis Curran · CAMBRIDGE, MA
Registration
CRD #6189097 · APPLIED FUNDAMENTAL RESEARCH, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

APPLIED FUNDAMENTAL RESEARCH, LLC
Aug 2017 – present
02

Registrations & Exams

Registration record
First registered · August 30, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APPLIED FUNDAMENTAL RESEARCH, LLC
CRD 167645 · SEC 801-121001
AUM
$163M
Regulatory assets under management
Employees
6
11 client accounts
Services offered by APPLIED FUNDAMENTAL RESEARCH, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at APPLIED FUNDAMENTAL RESEARCH, LLC →
Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CAMBRIDGE?

Browse all registered financial advisors in CAMBRIDGE, Massachusetts or claim this profile if it's yours.

Browse CAMBRIDGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kevin Francis Curran offer?
Kevin Francis Curran specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Kevin Francis Curran's credentials?
Kevin Francis Curran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Francis Curran located?
Kevin Francis Curran is based in CAMBRIDGE, Massachusetts, working with APPLIED FUNDAMENTAL RESEARCH, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Kevin Francis Curran charge for services?
Kevin Francis Curran's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APPLIED FUNDAMENTAL RESEARCH, LLC?
APPLIED FUNDAMENTAL RESEARCH, LLC has approximately 6 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at APPLIED FUNDAMENTAL RESEARCH, LLC

Theodore H. Wagenknecht
CAMBRIDGE, MA

More Advisors in CAMBRIDGE, Massachusetts

Christopher Taylor Carlin
MISSION BIOCAPITAL MANAGEMENT COMPANY LLC·CAMBRIDGE, MA
Shomesh Ernesto Chaudhuri
QLS ADVISORS LLC·CAMBRIDGE, MA
Amy Yaa Boatemaa Duffuor
AZOLLA MANAGEMENT COMPANY, LP·CAMBRIDGE, MA
James Charles Pinney
PINNEY & SCOFIELD, INC.·CAMBRIDGE, MA
John Robert Goddard
PINNEY & SCOFIELD, INC.·CAMBRIDGE, MA
Linda Cook Carley
KNOTT ASSET MANAGEMENT, LLC·CAMBRIDGE, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile