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 32 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.

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Professional Designations
Company Name Location Dates Years
Kuriyama & Company LLC Honolulu, HI Jan 1998 - Current 19
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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