Steven Curry
Steven Curry is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Tinton Falls, NJ, with 16 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
4000 Route 66, Suite 123B, Tinton Falls, NJ, 07753
Get directionsHistory
Regulatory History (1)
Criminal
March 2007Other Business ActivitiesSells Insurance
Steven is an investment advisor representative (IAR) with Kestra Advisory Services, dedicating nearly full-time hours to this role. He also owns Obsidian Wealth Advisors, where he provides insurance services, dedicating minimal time to this activity.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations26 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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