Stephen Curley
55 North Private Wealth · Winter Park, Florida
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.
Request an introduction to Stephen →
Facts
| Firm | 55 North Private Wealth |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $581.3M across 697 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 4684173 |
| Exams passed | Series 65 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.55northprivatewealth.com |
| Profile |
How Stephen's firm compares
- 55 North Private Wealth's average account is about $834,000, from its Form ADV (assets managed divided by 697 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.