Sean Curran
Advisor at USA 401K
Updated today
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
USA 401K
Location
Springfield, MA 01103
Credentials
Series 63, Series 65
Industry experience
3 years
About
Sean Curran is a financial advisor with USA 401K, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining USA 401K, he worked at Lincoln Financial Securities and held various public service roles, including as a Springfield city councilor since 2020. In addition to his advisory work, Curran is a licensed attorney handling real estate closings and misdemeanor motor vehicle cases, and he is also a licensed real estate agent representing buyers and sellers of residential properties. USA 401K provides portfolio management and pension consulting services to individuals, corporations, and employee benefit plans, including 401(k) plans. The firm follows a long-term investment approach based on modern portfolio theory, focusing primarily on equities with diversification through fixed income and index funds, and offers financial planning without additional charge.
Expertise
Based on USA 401K
Wealth management
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
1.00% annually for all assets under management
Location
One Financial Plaza, 1350 Main Street
Springfield, MA 01103
Most active in
Sean C has reported serving >5 clients in these states in the last 12 months.
Connecticut · Massachusetts · Rhode Island
Work history
USA 401K, LLC
2024 - Present (2 years)
Town of Washington
2023 - 2024 (1 year)
Lincoln Financial Securities
2022 - 2023 (1 year)
City of Springfield
2020 - 2026 (6 years)
Hampden County District Attorney's Office
2016 - 2019 (3 years)
City of Springfield
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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