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RC

Rebekah J. Curran

EVERHART ADVISORS
DUBLIN, OH 43017
Some features on this profile are disabled
CRD#: 6322945
RC
Rebekah Jo CurranEVERHART ADVISORS

Professional summary

Rebekah Jo Curran, who also goes by Rebekah Jo Milarcik, is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.

Rebekah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Rebekah has worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Rebekah Jo Milarcik

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 Rebekah Jo Curran'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 7, 2026 - Present

EVERHART ADVISORS

Office #1: 5200 Rings Road, Dublin, OH 43017
RIA
CRD#: 107091
DUBLIN, OH
Past

July 11, 2017 - December 5, 2019

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
DUBLIN, OH
Past

March 6, 2017 - June 8, 2017

HAMILTON CAPITAL

RIA
CRD#: 109116
COLUMBUS, OH
Past

January 15, 2016 - January 30, 2017

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
DUBLIN, OH
Past

March 12, 2015 - December 28, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
DUBLIN, OH
Past

May 19, 2014 - June 6, 2014

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

CRD#: 107091 / SEC#: 801-50786

RIA
Registered Investment Advisory firm - (12/21/1995 Approved)

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
Ohio
(7/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/6/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/19/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

CRD#: 107091 / SEC#: 801-50786

RIA
Registered Investment Advisory firm - (12/21/1995 Approved)
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Contact information

Main Address
5200 Rings Road, Dublin, OH 43017
Mailing Address
Phone number
(614) 717-9705
Established
Firm type
Fiscal year end
# of Employees
47

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERHART ADVISORS ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts5,483
AUM (Assets Under Management)$ 1,874,701,457

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

EVERHART ADVISORS

CRD#: 107091Dublin, OH 43017

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