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Colin Murphy Moynahan

Colin M. Moynahan

TWENTY FIFTY CAPITAL
Mt Pleasant, SC 29464
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CRD#: 6238318
Colin Murphy Moynahan

Professional summary


Colin Murphy Moynahan, CFP®, who also goes by Colin Moynahan, is a registered financial advisor currently at TWENTY FIFTY CAPITAL located in Mt Pleasant, South Carolina.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Colin has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Insurance Planning
Investment Planning
Education Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Debt Management
Tax Planning
Retirement Planning
Budgeting
Estate Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Financial Psychology/Coaching
Are you a "fiduciary"?
Yes

Aliases


Colin Moynahan

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) - RIA


Click below to view Colin Murphy Moynahan'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®

Start date: 2018

Experience


Current

October 28, 2015 - Present

TWENTY FIFTY CAPITAL

Office #1: 159 Civitas Street Suite 209, Mt Pleasant, SC 29464
RIA
CRD#: 281087
Mt Pleasant, SC
Past

October 27, 2014 - February 9, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHARLESTON, SC
Past

September 18, 2014 - February 9, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHARLESTON, SC

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
California
(5/29/2020)
IAR
Florida
(8/26/2019)
IAR
North Carolina
(5/26/2023)
IAR
South Carolina
(10/28/2015)
IAR
Texas
(4/3/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/25/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TWENTY FIFTY CAPITAL
TWENTY FIFTY CAPITAL
MOYNAHAN & ASSOCIATES LLC | TWENTY FIFTY CAPITAL, LLC | TWENTY FIFTY CAPITAL | MOYNAHAN & ASSOCIATES, LLC

CRD#: 281087 / SEC#:

California
Registered Investment Advisory firm - (5/29/2020 Approved)
Florida
Registered Investment Advisory firm - (8/26/2019 Approved)
Louisiana
Registered Investment Advisory firm - (11/15/2024 Terminated)
North Carolina
Registered Investment Advisory firm - (5/26/2023 Approved)
South Carolina
Registered Investment Advisory firm - (10/28/2015 Approved)
Texas
Registered Investment Advisory firm - (7/6/2023 Approved)
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Contact information


Main Address
159 Civitas Street Suite 209, Mt Pleasant, SC 29464
Mailing Address
Phone number
(321) 298-8633
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts419
AUM (Assets Under Management)$ 33,828,940

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


TWENTY FIFTY CAPITAL

TWENTY FIFTY CAPITAL

CRD#: 281087Mt Pleasant, SC 29464

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Contact information


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