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Inactive

Stephen Armfield Curley

55 North Private Wealth

Winter Park, FL

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Current Employers
55 North Private Wealth

268 W New England Avenue, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-02
TX RA APPROVED_RES 2024-04-23
  • FL RA
    APPROVED
    Since 2025-04-02
  • TX RA
    APPROVED_RES
    Since 2024-04-23

Branch Locations

268 W New England Avenue, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Water Oak Advisors, Llc Winter Park FL 02/2008 10/2020
Eaton Vance Wateroak Advisors Winter Park FL 10/2020 07/2021
55 North Private Wealth Orlando FL 02/2023 Present
None Winter Park FL 07/2021 02/2023
  • 02/2008 → 10/2020
    Water Oak Advisors, Llc
    Winter Park, FL
  • 10/2020 → 07/2021
    Eaton Vance Wateroak Advisors
    Winter Park, FL
  • 02/2023 → Present
    55 North Private Wealth
    Orlando, FL
  • 07/2021 → 02/2023
    None
    Winter Park, FL
Previous Registrations
  • 2020-12-14 → 2021-07-20
    Eaton Vance Wateroak Advisors
    Winter Park, FL
    Boston, MA
  • 2008-06-12 → 2020-12-11
    Water Oak Advisors, Llc
    Winter Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-05
  • S65 Uniform Investment Adviser Law Examination
    2008-05-05
Designations
Other Names
  • Stephen Armfield Curley
  • Stephen Curley

View on SEC IAPD

Other Firms

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THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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