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 adviser since 2004. The firm is owned by an individual and is listed in FINTRX as an unclassified adviser — there are no publicly reported descriptions of its advisory activities, fee model, or client segments in the source data. FINTRX also indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The public record for Cimas, LLC is sparse: the snapshot contains structural and regulatory attributes but does not disclose investment philosophy, product offerings, or business lines. That absence of detail makes it difficult to characterize how the firm sources mandates or the types of clients it targets.

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

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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