Alan Curley is a CFP-designated registered investment advisor at Capital Analysts, based in Parsippany, NJ, with 28 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
90 East Halsey Road Ste. 353, Parsippany, NJ, 07054
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Regulatory History (1)
Regulatory
October 1993Other Business Activities
Alan is the owner and sole member of Sequoia Financial Strategies, LLC, dedicating minimal time to filing reports and managing the business checking account. He also serves as Treasurer for Knights of Columbus Council 3359, a charitable organization, spending minimal time managing their finances and investments.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.