LC
LC

Leslie Curran

10 Years of Experience
Shrewsbury, NJ
BrokerSells Insurance

Leslie Curran is a registered investment advisor at Cetera Investment Advisers LLC, based in Shrewsbury, NJ, with 10 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1151 Broad Street Suite 305, Shrewsbury, NJ, 07702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Leslie sells fixed insurance products as an insurance agent, dedicating a few hours per week. She is also the Vice President of a networking group and a financial advisor at Rosso Financial Group, dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 5 mos
Cetera Wealth Services, LLC
February 2024 - Present · 2 yrs 5 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Newbridge Financial Services Group, INC.
October 2021 - February 2024 · 2 yrs 4 mos
Newbridge Securities CorporationBroker
October 2021 - February 2024 · 2 yrs 4 mos
LPL Financial LLC
January 2021 - October 2021 · 9 mos
LPL Financial LLCBroker
January 2021 - October 2021 · 9 mos
Regal Advisory Services, INC.
March 2018 - March 2021 · 3 yrs
Regal Securities, INC.Broker
March 2018 - March 2021 · 3 yrs
Buckman Advisory Group LLC
July 2016 - March 2018 · 1 yr 8 mos
Buckman, Buckman & Reid, INC.Broker
November 2015 - March 2018 · 2 yrs 4 mos
Edward JonesBroker
June 2014 - September 2014 · 3 mos
State Registrations5 states
MANJNYPASC
AdvisorBrokerBoth

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
No exam information available for this advisor.