# Stephen Curley

> Stephen Curley is a fee-only financial advisor at 55 North Private Wealth in Winter Park, Florida, who holds the CFP and CFA credentials. 55 North Private Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-curley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 55 North Private Wealth
- **Based in:** Winter Park, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $581.3M across 697 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4684173 (https://adviserinfo.sec.gov/individual/summary/4684173)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.55northprivatewealth.com/

## Frequently asked questions

### Is Stephen Curley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and 55 North Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, 55 North Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stephen Curley based?

Stephen Curley is based in Winter Park, Florida.

### What credentials does Stephen Curley hold?

Stephen Curley holds the CFP and CFA credentials.

### Is Stephen Curley registered with the SEC?

Yes. Stephen Curley is registered as an investment adviser representative in FL and TX (CRD 4684173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 55 North Private Wealth manage?

55 North Private Wealth reports $581.3M across 697 accounts in assets under management.

### How do I contact Stephen Curley?

Through Stephen's website, www.55northprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4684173): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.