Anne Marie Webster

CURATED CAPITAL & PLANNING LLC

Lewisville, NC 27023

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CRD#: 5681694

Professional summary

Anne Marie Webster, CFP®, who also goes by Anne Marie Mcdonald, Anne Marie Mcdonald-stott, Anne Marie Stott, Anne Stott, Anne Marie Stott, is a registered financial advisor currently at CURATED CAPITAL & PLANNING LLC located in Lewisville, North Carolina.

Anne Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Anne Marie has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anne Marie Mcdonald | Anne Marie Mcdonald-Stott | Anne Marie Stott | Anne Stott | Anne Marie Stott

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Anne Marie Stott is currently a licensed insurance agent, however, she no longer sells any insurance products. Anne Marie Stott will not sell any insurance products to clients or prospective clients of CCP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Marie Webster's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 13, 2021 - Present

CURATED CAPITAL & PLANNING LLC

Office #1: 116 Lowes Foods Drive Suite 175, Lewisville, NC 27023

RIA

CRD#: 316143

Lewisville, NC

Past

October 1, 2020 - September 9, 2021

LIONHEART CAPITAL MANAGEMENT LLC

RIA

CRD#: 301030

Lewisville, NC

Past

January 9, 2020 - September 22, 2020

JT STRATFORD, LLC

RIA

CRD#: 155629

Winston-Salem, NC

Past

October 7, 2016 - November 18, 2019

STEPHENS

RIA

CRD#: 3496

WINSTON-SALEM, NC

Past

October 7, 2016 - November 18, 2019

STEPHENS

CRD#: 3496

WINSTON-SALEM, NC

Past

December 15, 2011 - October 11, 2016

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

WINSTON-SALEM, NC

Past

November 4, 2011 - October 11, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WINSTON-SALEM, NC

Past

August 25, 2009 - September 28, 2011

EDWARD JONES

RIA

CRD#: 250

WINSTON SALEM, NC

Past

August 10, 2009 - September 28, 2011

EDWARD JONES

CRD#: 250

WINSTON SALEM, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(9/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2009

General Securities Representative Examination

Current Firm

CURATED CAPITAL & PLANNING LLC

CRD#: 316143 / SEC#:

North Carolina

Registered Investment Advisory firm - (9/13/2021 Approved)

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Contact information

Main Address

116 Lowes Foods Drive Suite 175, Lewisville, NC 27023

Mailing Address

Phone number

(336) 210-6420

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 6,850,859

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anne Marie Webster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Marie Webster's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIONHEART CAPITAL MANAGEMENT LLC

JT STRATFORD, LLC

STEPHENS

STEPHENS

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2009

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2009

Current Firm

CURATED CAPITAL & PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CURATED CAPITAL & PLANNING LLC

TRUST BUT VERIFY

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