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EC

Edward J. Culhane

SILVERWOOD PARTNERS
Sherborn, MA 01770
Some features on this profile are disabled
CRD#: 6225316
EC

Professional summary

Edward James Culhane III, who also goes by Edward James Culhane, Ej Culhane, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Edward James Culhane | Ej Culhane

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Edward James Culhane III's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 5, 2021 - Present

SILVERWOOD PARTNERS

Office #1: Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770
BD
CRD#: 115589
Sherborn, MA

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(8/30/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 8/28/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/8/2022
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 79TO
Date: 7/3/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/29/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

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.

Company Information

SILVERWOOD PARTNERS

CRD#: 115589Sherborn, MA 01770

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