Steven Thomas Curry
Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Kestra Investment Services, LLCOct 2024 to now
- Kestra Advisory Services, LLCSep 2024 to now
- Osaic Wealth, Inc.Jan 2024 to Oct 2024
- Woodbury Financial Services IncJul 2018 to Jan 2024
- Mid-atlantic Resource GroupMay 2010 to Jul 2018
- Minnesota Mutual Life Insurance CoMay 2010 to Jul 2018
- Securian Financial Services IncMay 2010 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5787848
- Firm CRD
- 283330