Woodbury Financial Services, Inc
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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Woodbury Financial Services Inc
Minnesota Mutual Life Insurance Co
Securian Financial Services Inc
Mid-Atlantic Resource Group
Steven Curry has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Saint Paul, MN
San Diego, CA
Salt Lake City, UT
Monroe Township, NJ
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 firstname.lastname@example.org. 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.