Robert
Curry

Blong Financial

CRD#5059670
Investment Advisor
in Memphis, TN

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About this Advisor

Robert Curry is a chartered financial analyst based in Memphis, Tennessee who has 1 year of industry experience. Curry is an advisor for Blong Financial. During their career, Curry has held roles at Alluvion Investments, LLC, Greenway Capital Management, LLC and Blong Financial, LLC. Curry is able to operate in Arkansas, Mississippi, Tennessee and Texas. Blong Financial is a registered investment company that has its headquarters in Memphis, TN. It administers $140 million in assets across its 497 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 497 customer accounts, just 13% are associated with high-net-worth clients who have at least $1 million in assets. Blong Financial offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely are based on which services the firm provides the client. Fees charged by Blong Financial typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5391 Normandy Rd
Memphis, TN 38120

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Blong Financial Brokerage Details

Total Assets Under Management

$139,519,087

TN Average: $730,596,643
Total Number of Employees

2

TN Average: 15
Total Number of Accounts

497

TN Average: 968
Average Account Size

$280,723

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Curry Work History

Robert has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Blong Financial, LLC

2017 - Present (7 years)

Greenway Capital Management, LLC

2011 - 2017 (6 years)

Alluvion Investments, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Curry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blong Financial

Robert Curry
Memphis, TN
Dennis Long
Memphis, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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