Unclaimed Profile

Barry Foster Steinman

CURVE ASSET MANAGEMENT, INC.·ST. PETERSBURG, Florida

Series 30, Series 7, Series 3, Series 63Clean recordCURVE ASSET MANAGEMENT, INC.

300 BEACH DRIVE, ST. PETERSBURG, FL 33701CRD# 1962590Firm CRD# 168797

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Foster Steinman · ST. PETERSBURG, FL

Registration

CRD #1962590 · CURVE ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barry Foster Steinman is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with CURVE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CURVE ASSET MANAGEMENT, INC.

AUM

$594M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CURVE ASSET MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1962590

Firm CRD# 168797

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Foster Steinman offer?

Barry Foster Steinman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Barry Foster Steinman's credentials?

Barry Foster Steinman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Foster Steinman located?

Barry Foster Steinman is based in ST. PETERSBURG, Florida, working with CURVE ASSET MANAGEMENT, INC.. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Barry Foster Steinman charge for services?

Barry Foster Steinman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CURVE ASSET MANAGEMENT, INC.?

CURVE ASSET MANAGEMENT, INC. has approximately 14 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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