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Edward James Culhane Iii

SILVERWOOD PARTNERS
SHERBORN, MA
·CRD# 6225316·5 years experience

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

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Edward James Culhane, Ej Culhane

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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 in the financial services industry

Current & Past Employments

SILVERWOOD PARTNERS·CRD# 115589
BD
Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770
July 5, 2021 - Present

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Current Firm

SP
SILVERWOOD PARTNERS

SILVERWOOD PARTNERS | SILVERWOOD PARTNERS LLC

CRD#: 115589 / SEC#: 8-53495
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770

Mailing Address

Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770

Phone Number

(508) 651-2194

Established

Massachusetts since 07/02/2001

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (25 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HODSONWALKER, JONATHANMANAGING PARTNER/CHIEF COMPLIANCE OFFICER/DIRECTOR OF CORPORATE FINANCE1991163
MCCOY, NICOLAS ALLENMEMBER—
SERRA, CARL ANTHONY IIIFINOP3179039

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Massachusetts
(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 63 — Uniform Securities Agent State Law Examination

Passed Aug 2021About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jan 2022About the Series 82TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jul 2021About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Edward James Culhane III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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