Steve Kuriyama, financial advisor Honolulu HI
96 score

Steve Kuriyama

CRD Number: 1326708
Current Firm: Kuriyama & Co LLC

Steve Kuriyama (CRD# 1326708) is an Investment Advisor Representative working at Kuriyama & Co LLC in Honolulu, HI and has over 31 years of experience in the finance industry. Steve Kuriyama has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Gabe Stepanic, financial advisor Honolulu HI
Gabe Stepanic
CRD# 4620767
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
103
Similar Advisors
David Chang, financial advisor Honolulu HI
David S. Chang
CRD# 5020283
Wealthbridge, Inc.
Score
98
Similar Advisors
Steven Clissold, financial advisor Honolulu HI
Steven J. Clissold
CRD# 1683617
Sjc Capital Advisors LLC
Score
98
Professional Designations
Company Name Location Dates Years
Kuriyama & Company LLC Honolulu, HI Jan 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
Contact Info for Steve T. Kuriyama
Phone Number: 808-593-1600
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $172,918
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

HI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.