Colin Stewart (CRD# 6701258) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 6 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Curran Financial Partners | Charleston, SC | Jan 2019 - Current | 5 |
| Lpl Financial LLC | Charleston, SC | Oct 2018 - Jan 2019 | < 1 |
| South State Bank | Charleston, SC | Sep 2018 - Jan 2019 | < 1 |
| Lpl Financial LLC | Poughkeepsie, NY | Apr 2017 - Aug 2018 | 1 |
| Marshall & Sterling Wealth Advisors, Inc. | Poughkeepsie, NY | Apr 2017 - Aug 2018 | 1 |
| Northwestern Mutual | Albany, NY | Oct 2016 - Mar 2017 | < 1 |
| Unemployed | Albany, NY | May 2016 - Oct 2016 | < 1 |
| The College Of Saint Rose | Albany, NY | Sep 2015 - May 2016 | < 1 |
| Orange County Parks Department | Campbell Hall, NY | May 2015 - Sep 2015 | < 1 |
| The College Of Saint Rose | Albany, NY | Sep 2014 - May 2015 | < 1 |
| Orange County Parks Department | Campbell Hall, NY | May 2014 - Sep 2014 | < 1 |
| The College Of Saint Rose | Albany, NY | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- GA
- NC
- SC
-
Total Assets Under Management473MILLIONS
-
Total Number of Accounts3,230ACCOUNTS
-
Average Account Value$146,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, GA, MA, MD, NC, NE, NH, NY, OH, PA, SC, TX, UT, VA
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