Steven Gary Prestyly
Investment adviser representative at Colonial River Wealth Management LLC
24 yearsExperience
1 stateRegistered in
$464.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Colonial River Wealth Management LLCNov 2017 to now
- Colonial River Investments, LLCNov 2017 to now
- LPL Financial LLCDec 2002 to now
- The Main Street Group, LtdOct 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (VA).
Colonial River Wealth Management LLC
Legal name: Colonial River Investments, LLC
$464.4MAssets managed
1,798Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1674837
- Firm CRD
- 284839