Steven Currie
Steven Currie is a registered investment advisor at Wells Fargo Advisors, based in Norwell, MA, with 22 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
91 Longwater Circle, Ste 300, Norwell, MA, 02061
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Steven is a trustee for his niece and nephew's trust since 2018, requiring minimal time. He is also a manager of 170 West Third Street, LLC, a non-investment related activity, since 2019, also requiring minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations29 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.
Exams
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