Advisor at Curran Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Curran Wealth Management
Location
Albany, NY 12207
Credentials
CFP®, Series 66
Industry experience
20 years
Derek Gray is a CFP® with 20 years of industry experience, currently serving at Curran Wealth Management. His prior work includes roles at The AYCO Company, L.P./Mercer Allied and CIM, LLC. Curran Wealth Management is a team-based advisor managing approximately $751 million across diverse client types, including high-net-worth individuals, families, and institutional entities. The firm employs a bottom-up fundamental investment process focusing on quality companies and offers multiple equity strategies along with discretionary and non-discretionary portfolio management.
Based on Curran Wealth Management
Based on Curran Wealth Management
Financial planning fixed fees typically ranging from $500 to $10,000
Commissions received on sale of insurance products by CIM, LLC as a licensed insurance agency; employees may be compensated based on commissions
Financial planning hourly fees from $100 to $250 per hour
Performance-based fees charged only to qualified clients; fees are individually negotiated and in addition to asset-based fees
Account minimum: $100,000 for non-institutional clients; $3,000,000 for institutional clients Minimum fee: $2,500 minimum annual fee for non-institutional clients; $15,000 - $22,500 minimum annual fee for institutional clients, depending on strategy Fee-only: Financial planning fixed fees typically ranging from $500 to $10,000; hourly fees ranging from $100 to $250 per hour
30 S. Pearl Street, 9 Th Floor
Albany, NY 12207
New York
CIM, LLC
2021 - Present (5 years)
Cimas, LLC
2016 - Present (10 years)
CIM, LLC
2016 - 2021 (5 years)
The AYCO Company, L.P./Mercer Allied
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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