SC
Steven T. Curry
KESTRA ADVISORY SERVICES
Tinton Falls, NJ 07753
Some features on this profile are disabled
CRD#: 5787848
SC
Professional summary
Steven Thomas Curry T, CFP®, who also goes by Steven Thomas Curry T, Steven Curry, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Tinton Falls, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Tinton Falls, New Jersey.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Steven has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Thomas Curry T | Steven Curry
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/30/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: OBSIDIAN WEALTH ADVISORS POSITION: owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2024 ADDRESS: 4000 Route 66 Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: There are no obligations because Obsidian is a DBA only there is no entity, everything flows through 1099's to my sole prop. My duties and responsibilities are to act in the best interest of my clients and provide them with Insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Thomas Curry T's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
October 29, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 4000 Route 66 Ste 20, Tinton Falls, NJ 07753RIA
CRD#: 283330
Tinton Falls, NJ
Current
October 29, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4000 Route 66 Suite 123b, Tinton Falls, NJ 07753BD
CRD#: 42046
Tinton Falls, NJ
Past
January 19, 2024 - November 2, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
TINTON FALLS, NJ
Past
January 19, 2024 - November 2, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
TINTON FALLS, NJ
Past
July 19, 2018 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
TINTON FALLS, NJ
Past
July 18, 2018 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
TINTON FALLS, NJ
Past
March 28, 2012 - August 8, 2018
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
WALL, NJ
Past
August 20, 2010 - August 8, 2018
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
WALL, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/30/2025)
RR
California(10/29/2024)
RR
Colorado(10/29/2024)
RR
Connecticut(10/29/2024)
RR
Delaware(10/29/2024)
RR
District of Columbia(10/29/2024)
RR
Florida(10/29/2024)
RR
Georgia(10/29/2024)
RR
Hawaii(10/31/2024)
RR
Illinois(3/18/2025)
RR
Maine(10/29/2024)
RR
Maryland(10/29/2024)
RR
Massachusetts(10/29/2024)
RR
New Jersey(10/29/2024)
IAR
New Jersey(10/29/2024)
RR
New York(10/29/2024)
RR
North Carolina(10/30/2024)
RR
Ohio(10/29/2024)
RR
Pennsylvania(10/29/2024)
RR
Rhode Island(6/25/2025)
RR
South Carolina(10/29/2024)
RR
Texas(7/15/2025)
IAR
Texas(7/15/2025)
RR
Vermont(10/29/2024)
RR
Virginia(10/29/2024)
RR
Washington(10/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Tinton Falls, NJ 07753TRUST BUT VERIFY
Monitor Steven Curry
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
