Unclaimed Profile

Stephen Armfield Curley

WATER OAK ADVISORS, LLC·WINTER PARK, Florida

Series 65Clean record18 years registeredWATER OAK ADVISORS, LLC

145 LINCOLN AVENUE, WINTER PARK, FL 32789-3836CRD# 4684173Firm CRD# 140486

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Armfield Curley · WINTER PARK, FL

Registration

CRD #4684173 · WATER OAK ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

55 NORTH PRIVATE WEALTH

May 2023 – present

EATON VANCE WATEROAK ADVISORS

Dec 2020 – Jul 2021

Winter Park, FL

WATER OAK ADVISORS, LLC

Jun 2008 – Dec 2020

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 12, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WATER OAK ADVISORS, LLC

CRD 140486 · SEC 801-66872

AUM

$2.2B

Regulatory assets under management

Employees

2,020 client accounts

Services offered by WATER OAK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WATER OAK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Armfield Curley offer?

Stephen Armfield Curley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.

What are Stephen Armfield Curley's credentials?

Stephen Armfield Curley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Armfield Curley located?

Stephen Armfield Curley is based in WINTER PARK, Florida, working with WATER OAK ADVISORS, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Stephen Armfield Curley charge for services?

Stephen Armfield Curley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATER OAK ADVISORS, LLC?

WATER OAK ADVISORS, LLC has approximately 16 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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