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Joseph P Curran

BREACHWAY INVESTMENTS, LLC·CHARLESTOWN, Rhode Island
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4259 OLD POST ROAD, CHARLESTOWN, RI 02813CRD# 3024167Firm CRD# 299102
01

About

Joseph P Curran is a registered financial advisor based in CHARLESTOWN, Rhode Island, affiliated with BREACHWAY INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BREACHWAY INVESTMENTS, LLC
BREACHWAY INVESTMENTS, LLC
AUM
$112M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BREACHWAY INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3024167
Firm CRD# 299102
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph P Curran offer?
Joseph P Curran specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTOWN, Rhode Island for a consultation.
What are Joseph P Curran's credentials?
Joseph P Curran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph P Curran located?
Joseph P Curran is based in CHARLESTOWN, Rhode Island, working with BREACHWAY INVESTMENTS, LLC. Their office serves clients in the CHARLESTOWN metropolitan area and surrounding communities.
How does Joseph P Curran charge for services?
Joseph P Curran's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BREACHWAY INVESTMENTS, LLC?
BREACHWAY INVESTMENTS, LLC has approximately 2 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
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Research
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