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Daniel Alexander Curry

ZAIS GROUP LLC·HOLMDEL, New Jersey
Clean recordZAIS GROUP LLC
101 CRAWFORDS CORNER ROAD, HOLMDEL, NJ 07733CRD# 6926025Firm CRD# 108371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Alexander Curry · HOLMDEL, NJ
Registration
CRD #6926025 · ZAIS GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Alexander Curry is a registered financial advisor based in HOLMDEL, New Jersey, affiliated with ZAIS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ZAIS GROUP LLC
ZAIS GROUP
AUM
$6.0B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at ZAIS GROUP LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: COLLATERAL MANAGEMENT FEES
Regulatory
SEC/IARD CRD# 6926025
Firm CRD# 108371
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Alexander Curry offer?
Daniel Alexander Curry specializes in Retirement Planning, Wealth Management. Contact their office in HOLMDEL, New Jersey for a consultation.
What are Daniel Alexander Curry's credentials?
Daniel Alexander Curry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Alexander Curry located?
Daniel Alexander Curry is based in HOLMDEL, New Jersey, working with ZAIS GROUP LLC. Their office serves clients in the HOLMDEL metropolitan area and surrounding communities.
How does Daniel Alexander Curry charge for services?
Daniel Alexander Curry's firm is compensated through percentage of aum, performance-based fees, other: collateral management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAIS GROUP LLC?
ZAIS GROUP LLC has approximately 47 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZAIS GROUP LLC

Karen L Shapiro
HOLMDEL, NJ
Kelly Ryan
HOLMDEL, NJ
Kelvin Kwok Way Lui
HOLMDEL, NJ
Mark Andrew Russo
HOLMDEL, NJ
Michael Francis Walsh
RED BANK, NJ
Donna Judith Blank
RED BANK, NJ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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