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Kevin Thomas Curry

Cadaret, Grant & CO., Inc.

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About Kevin Thomas Curry

Kevin Curry is a financial advisor with over 30 years of experience in the industry. Kevin has a Series 7, 63, 65 and SIE licenses and has held various roles at Lehman Brothers, Wayne, Grayson Capital Corp, Gruntal & Co., L.L.C, Petersen Investments, Inc. and Royal Alliance Associates, Inc. Kevin is currently registered with Cadaret, Grant & CO., Inc. in New York and is licensed to practice in 17 states. Kevin focuses on providing financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisors and educational seminars.

Firm Information

Kevin Curry is currently registered with Cadaret, Grant & CO., Inc.. Cadaret, Grant & CO., Inc. is a corporation formed on April 16, 1981, with its main office located in Syracuse, NY. They are a registered investment advisor with a comprehensive suite of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm has a strong presence across the United States with 52 state registrations and 1 SEC registration. They have a significant client base with a focus on individuals, corporations, and institutional clients, managing over $6.8 billion in regulatory assets under management.
Cadaret, Grant & CO., Inc.

100 MADISON STREET

SYRACUSE, NY 13202

$6.87B

Assets Under Management

5,685

Total Clients

543

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Curry’s Registration & Firm History

NY

07/31/2023 - Present

Cadaret, Grant & CO., Inc. (Oyster Bay NY)

NJ

02/16/2018 - 05/30/2019

ROYAL ALLIANCE ASSOCIATES, INC. (WALL NJ)

NY

05/20/1998 - 02/27/2018

PETERSEN INVESTMENTS, INC. (NEW YORK NY)

NY

05/09/1997 - 05/20/1998

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NJ

02/17/1995 - 05/30/1997

WAYNE, GRAYSON CAPITAL CORP. (RED BANK NJ)

NY

09/27/1993 - 03/16/1995

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Kevin Thomas Curry. Review regulatory record here.
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