Stephen Armfield Curley
Investment adviser representative at 55 North Private Wealth
18 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$581.3MFirm assets
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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
18 years in the industry.
- 55 North Private WealthFeb 2023 to now
- NoneJul 2021 to Feb 2023
- Eaton Vance Wateroak AdvisorsOct 2020 to Jul 2021
- Water Oak Advisors, LLCFeb 2008 to Oct 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
55 North Private Wealth
Legal name: 55 North Private Wealth, LLC
$581.3MAssets managed
158Clients
7Advisers
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
- 4684173
- Firm CRD
- 325325