Edward James Culhane III
Professional Summary
Edward James Culhane III, who also goes by Edward James Culhane, Ej Culhane, is a registered financial advisor currently at SILVERWOOD PARTNERS located in Sherborn, Massachusetts. Edward is registered as a RR (Registered Representative) and started their career in finance in 2021. Edward has worked at 1 firm and has passed the Series 63, Series 82TO, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edward James Culhane III, Edward James Culhane, Ej Culhane
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
SILVERWOOD PARTNERS | SILVERWOOD PARTNERS LLC
Contact Information
Main Address
Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770Mailing Address
Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770Phone Number
(508) 651-2194Established
Massachusetts since 07/02/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (25 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/30/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2022About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jul 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Edward James Culhane III's CRS (Customer Relationship Summary).
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