Leslie Curran, financial advisor Sea Girt NJ

Leslie Curran

CRD Number: 6321240
Current Firm: Newbridge Financial Services Group, Inc.

Leslie Curran (CRD# 6321240) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Sea Girt, NJ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Newbridge Securities Corporation Sea Girt, NJ Oct 2021 - Current < 1
Newbridge Financial Services Group Inc. Sea Girt, NJ Oct 2021 - Current < 1
Lpl Financial, LLC San Diego, CA Jan 2021 - Sep 2021 < 1
Regal Securities Glenview, IL Mar 2018 - Jan 2021 2
Regal Advisory Services Glenview, IL Mar 2018 - Jan 2021 2
Buckman Buckman And Reid Little Silver, NJ Nov 2015 - Mar 2018 2
Unemployed Fairhaven, NJ Sep 2014 - Nov 2015 1
Edward Jones St Louis, MO Apr 2014 - Sep 2014 < 1
Unemployed Fair Haven, NJ Aug 2013 - Apr 2014 < 1
Rumson Fair Haven Run Rumson, NJ Aug 2003 - Aug 2013 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Leslie K. Curran
Phone Number: 954-334-3450
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    333
    MILLIONS
  • Total Number of Accounts
    1,245
    ACCOUNTS
  • Average Account Value
    $267,100
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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