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William Lawrence Curry

DELAWARE ADVISORY GROUP
WILMINGTON, DE
·CRD# 832901·49 years experience

Professional Summary

William Lawrence Curry, who also goes by William Lawrence Curry Sr., William Lawrence Curry, Bill Curry, is a registered financial advisor currently at DELAWARE ADVISORY GROUP, INC. located in Wilmington, Delaware. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. William has worked at 17 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 26 and Series 39 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

William Lawrence Curry Sr., William Lawrence Curry, Bill Curry

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

49 years in the financial services industry

Current & Past Employments

DELAWARE ADVISORY GROUP, INC.·CRD# 326933
RIA
701 Foulk Road Suite 2 G, Wilmington, DE 19803
May 20, 2025 - Present
CREATIVEONE SECURITIES, LLC·CRD# 152974
RIA
Wilmington, DE
October 24, 2023 - December 31, 2024
CREATIVEONE SECURITIES, LLC·CRD# 152974
BD
Wilmington, DE
October 24, 2023 - December 31, 2024
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC·CRD# 157714
RIA
Red Bank, NJ
September 25, 2023 - October 9, 2023
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC·CRD# 157714
RIA
Red Bank, NJ
September 13, 2023 - September 18, 2023
ALEXANDER CAPITAL, L.P.·CRD# 40077
BD
Wilmington, DE
September 13, 2023 - October 9, 2023
BLACKRIDGE ASSET MANAGEMENT, LLC·CRD# 277085
RIA
Wilmington, DE
January 7, 2020 - September 13, 2023
PEAK BROKERAGE SERVICES, LLC·CRD# 157045
BD
Wilmington, DE
January 3, 2020 - May 5, 2023
BFC PLANNING, INC.·CRD# 119682
RIA
Wilmington, DE
July 5, 2017 - December 19, 2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·CRD# 13609
BD
Wilmington, DE
July 3, 2017 - December 19, 2019
KOVACK ADVISORS, INC.·CRD# 140808
RIA
Wilmington, DE
April 14, 2008 - June 20, 2017
KOVACK SECURITIES INC.·CRD# 44848
BD
Wilmington, DE
April 14, 2008 - June 20, 2017
INVEST FINANCIAL CORPORATION·CRD# 12984
RIA
Wilmington, DE
June 6, 2007 - April 18, 2008
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Wilmington, DE
June 6, 2007 - April 18, 2008
WHARTON EQUITY CORPORATION·CRD# 10170
BD
Wilmington, DE
February 10, 2004 - June 11, 2007
MONY SECURITIES CORPORATION·CRD# 4386
BD
New York, NY
November 14, 2002 - February 18, 2004
WHARTON EQUITY CORPORATION·CRD# 10170
BD
Wayne, PA
June 19, 1989 - December 31, 2002
DELAWARE ADVISORY GROUP, INC.·CRD# 145211
RIA
Wilmington, DE
January 1, 1989 - December 31, 2017
FOCUS SECURITIES, INC.·CRD# 15023
BD
November 28, 1984 - March 18, 1987
ALLEN, ROGERS & CO., INC.·CRD# 28
BD
December 6, 1981 - October 20, 1982
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
February 1, 1977 - May 30, 1989

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Current Firm

DA
DELAWARE ADVISORY GROUP, INC.

DELAWARE ADVISORY GROUP, INC. | WEALTH WISDOM GROUP, INC.

CRD#: 326933
Delaware
Registered Investment Advisory firm - Delaware (5/20/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (5/20/2025 Approved)

Contact Information

Main Address

701 Foulk Road Suite 2 G, Wilmington, DE 19803

Phone Number

(302) 651-9191

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1.Curry Associates, Inc.; Investment related; 701 Foulk Road Suite 2G Wilmington, DE 19803; Fixed Insurance & Fixed Annuity Sales; President; 05.28.13; 30 hrs/mo; 25 hrs/mo 2.TAX POSSIBILITIES, INC.; 08/2022; NON-INVESTMENT RELATED; WILMINGTON, DE; PRESIDENT; BUSINESS AND ESTATE PLANNING; 10 HRS/MONTH 3. WEALTH WISDOM GROUP, INC.; 08/2018; NON-INVESTMENT RELATED; WILMINGTON, DE; PRESIDENT; MARKETING; 2HRS/MONTH

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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.
IAR
Delaware
(5/20/2025)
IAR
Pennsylvania
(5/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1987About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1984About the Series 7 exam

Series 1 — Registered Representative Examination

Passed Jan 1977

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jan 2023About the Series 26 exam

Series 39 — Direct Participation Programs Principal Examination

Passed Jan 2023About the Series 39 exam

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CRS (Client Relationship Summary) - RIA

Click below to view William Lawrence Curry's CRS (Customer Relationship Summary).

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