Steven Andrew Curry

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 09/2025
  Bok Financial Securities, Inc.
  Oklahoma City, OK
• 12/2012 → 09/2025
  Bokf, Na
  Oklahoma City, OK
• 10/2025 → Present
  Midfirst Bank
  Oklahoma City, OK
• 11/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 11/2025 → Present
  Cetera Investment Advisers Llc
  Oklahoma City, OK

Previous Registrations

• 2013-01-18 → 2025-10-08
  Bok Financial Securities, Inc.
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

TRUST OFFICER AT MIDFIRST BANK; MANAGE INVESTMENT BOOK OF BUSINESS FOR BANK CLIENTS; DEVELOP STRONG RELATIONSHIPS THROUGH COMPREHENSIVE FINANCIAL PLANNING; RECOMMEND AND IMPLEMENT STRATEGIES DESIGNED TO MEET CUSTOMER NEEDS; SEEKING NEW BUSINESS DEVELOPMENT OPPORTUNITIES; OWNER OF SACTLC LLC; RENTAL PROPERTIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-20
• S65 Uniform Investment Adviser Law Examination
  2013-01-17