Best Investors Account Sign in
Inactive

Colin Stewart

Curran Financial Partners, LLC

Daniel Island, SC

CRD 6701258

Claim This Profile
Employer firm

Curran Financial Partners, LLC CRD 281943

$749M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Curran Financial Partners, Llc

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-01-21
NC RA APPROVED 2020-01-17
SC RA APPROVED 2019-01-31
  • GA RA
    APPROVED
    Since 2020-01-21
  • NC RA
    APPROVED
    Since 2020-01-17
  • SC RA
    APPROVED
    Since 2019-01-31

Branch Locations

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • 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
Lpl Financial Llc Poughkeepsie NY 04/2017 08/2018
Northwestern Mutual Albany NY 10/2016 03/2017
Unemployed Albany NY 05/2016 10/2016
Marshall & Sterling Wealth Advisors, Inc. Poughkeepsie NY 04/2017 08/2018
South State Bank Charleston SC 09/2018 01/2019
Lpl Financial Llc Charleston SC 10/2018 01/2019
Curran Financial Partners Charleston SC 01/2019 Present
  • 04/2017 → 08/2018
    Lpl Financial Llc
    Poughkeepsie, NY
  • 10/2016 → 03/2017
    Northwestern Mutual
    Albany, NY
  • 05/2016 → 10/2016
    Unemployed
    Albany, NY
  • 04/2017 → 08/2018
    Marshall & Sterling Wealth Advisors, Inc.
    Poughkeepsie, NY
  • 09/2018 → 01/2019
    South State Bank
    Charleston, SC
  • 10/2018 → 01/2019
    Lpl Financial Llc
    Charleston, SC
  • 01/2019 → Present
    Curran Financial Partners
    Charleston, SC
Previous Registrations
Other Businesses

Licensed to sell life and health insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-14
  • S66 Uniform Combined State Law Examination
    2017-11-14
Other Names
  • Colin Joseph Stewart

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EAGLES COAST WEALTH MANAGEMENT, LLC
INCOME GROWTH ADVISORS, LLC

Nearby Investors

CHRISTINE MARIE KRIEGL
Joseph Michael Iafelice
Kaylee Jade Urbanek

Nearby Offices

LPL FINANCIAL LLC · DANIEL ISLAND, SC
EAGLES COAST WEALTH MANAGEMENT, LLC · DANIEL ISLAND, SC
INCOME GROWTH ADVISORS, LLC · CHARLESTON, SC

More in Daniel Island, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor