Colin Stewart has been an investment adviser representative at Curran Financial Partners since January 2019, and is not listed among the firm’s executive officers or direct owners.
Curran Financial Partners, LLC is a Daniel Island, SC firm with $749M under management, 1,315 clients and 10 advisers across 3 offices, as of its July 2026 filing.
Colin Stewart’s longest registration is the current one, 7 years at Curran Financial Partners since 2019. Before joining Curran Financial Partners in 2019, Colin Stewart was registered through LPL Financial LLC and Marshall & Sterling Wealth Advisors, Inc.
- – present · 7 yearsDaniel Island, SC · Adviser representative · Firm CRD 281943
- LPL Financial LLC– · under a yearCharleston, SC · Adviser representative · Firm CRD 6413
- Marshall & Sterling Wealth Advisors, Inc.– · under a yearPoughkeepsie, NY · Adviser representative · Firm CRD 164345
Investment adviser representative registrations
Colin Stewart is registered as an investment adviser representative in 3 states. The first approvals date from January 2019; the most recent is Georgia, in January 2020.
- GeorgiaSince 21 January 2020
- North CarolinaSince 17 January 2020
- South CarolinaSince 31 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 November 2017 |
| Series 7 | General Securities Representative Examination | 28 July 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6701258
- Firm
- Curran Financial Partners · CRD 281943
- Office
- 115 RIVER LANDING DR, SUITE 200, Daniel Island, SC 29492
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Colin Stewart work?
Colin Stewart is an investment adviser representative registered through Curran Financial Partners, LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Colin Stewart a financial advisor?
Yes. Colin Stewart has a current investment-adviser registration in Georgia, North Carolina and South Carolina, through Curran Financial Partners since January 2019.
How many years of experience does Colin Stewart have?
Colin Stewart has 9 years in the financial industry, since August 2017, across 3 adviser firms.
What exams has Colin Stewart passed?
Colin Stewart has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2017. FINRA credited Colin Stewart with the SIE, which began in October 2018.
Where did Colin Stewart work before Curran Financial Partners?
Before Curran Financial Partners, Colin Stewart was registered through Marshall & Sterling Wealth Advisors, Inc., December 2017 to October 2018.
Where is Colin Stewart based?
Colin Stewart’s registered office is in Daniel Island, SC.
Is Colin Stewart registered with FINRA?
No. Colin Stewart has no current broker registration.
How can I verify Colin Stewart’s record?
Search CRD 6701258 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colin Stewart’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer