Carolyn Marie Horadan
Investment adviser representative at South Cove Financial, LLC
11 yearsExperience
2 statesRegistered in
$168.4MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- South Cove Financial, LLCJul 2016 to now
- Crescita Capital LLCJun 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NV, WA).
South Cove Financial, LLC
$168.4MAssets managed
208Clients
3Advisers
1 yearIn 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
- 4332656
- Firm CRD
- 284554