Steven
Curry

Woodbury Financial Services, Inc

CRD#5787848
Investment Advisor
in Neptune, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Steven Curry is a certified financial planner who works out of Neptune, New Jersey. Currently a registered financial advisor with Woodbury Financial Services, Inc, Curry has 10 years of experience in the financial advisory industry. Curry has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Curry is able to operate in New Jersey. Curry has gained experience at Minnesota Mutual Life Insurance Co, Securian Financial Services Inc, Mid-Atlantic Resource Group and Woodbury Financial Services Inc. Woodbury Financial Services, Inc is headquartered in Neptune, New Jersey, and has 834 brick-and-mortar locations in the country. As a company, Woodbury Financial Services, Inc oversees $12 billion in assets covering 58,629 client accounts and retains more than 2,257 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 47,436 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Woodbury Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

4000 Route 66 Suite 123 B
Neptune, NJ 07753

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

NJ Average: $5,289,111,388
Total Number of Employees

2,257

NJ Average: 157
Total Number of Accounts

58,629

NJ Average: 8,262
Average Account Size

$198,109

NJ Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Steven Curry Work History

Steven has 10 years of experience.

2018 - Present (4 years)

Woodbury Financial Services Inc

2010 - 2018 (8 years)

Minnesota Mutual Life Insurance Co

2010 - 2018 (8 years)

Securian Financial Services Inc

2010 - 2018 (8 years)

Mid-Atlantic Resource Group

Disclosures

Steven Curry has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Anoput Phimmasone
Reston, VA
Brett Brennan
Independence, MO
Todd Jasperson
Saint Paul, MN
Darren Watson
San Diego, CA
Jason Knight
Salt Lake City, UT
Lawrence Springer
Monroe Township, NJ
Evan Ocepek
Cypress, CA
Dylan Ruby
Fond Du Lac, WI

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started