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Steven Jan Czurak

CZURAK WEALTH MANAGEMENT, RIA·TYLER, Texas
Series 7, Series 9, Series 10, Series 63, Series 6632 years registeredCZURAK WEALTH MANAGEMENT, RIA
3225 UNIVERSITY BLVD., TYLER, TX 75701CRD# 1179895Firm CRD# 165263

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Jan Czurak · TYLER, TX
Registration
CRD #1179895 · CZURAK WEALTH MANAGEMENT, RIA · 32 years registered
Brand Profile
Not yet started
01

Career History

ADVISORY SERVICES NETWORK
Jan 2026 – present
CZURAK WEALTH MANAGEMENT, LLC
Sep 2012 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Apr 2011 – Aug 2012
TYLER, TX
RBC CAPITAL MARKETS, LLC
Sep 2008 – Apr 2011
TYLER, TX
MORGAN STANLEY & CO. INCORPORATED
Apr 2007 – Oct 2008
TYLER, TX
MORGAN STANLEY
Jul 1994 – Apr 2007
TYLER, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 63
Series 66
Registration record
First registered · July 8, 1994
Years registered · 32
03

Disclosure History

1996Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CZURAK WEALTH MANAGEMENT, LLC
CRD 165263 · SEC 801-77072
AUM
$28M
Regulatory assets under management
Employees
1
150 client accounts
Services offered by CZURAK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CZURAK WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Steven Jan Czurak offer?
Steven Jan Czurak specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TYLER, Texas for a consultation.
What are Steven Jan Czurak's credentials?
Steven Jan Czurak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Jan Czurak located?
Steven Jan Czurak is based in TYLER, Texas, working with CZURAK WEALTH MANAGEMENT, RIA. Their office serves clients in the TYLER metropolitan area and surrounding communities.
How does Steven Jan Czurak charge for services?
Steven Jan Czurak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CZURAK WEALTH MANAGEMENT, RIA?
CZURAK WEALTH MANAGEMENT, RIA has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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