CS

Colton W. Sowash

SUNGLOW WEALTH ADVISORY
Snellville, GA 30078
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CRD#: 7258339
CS

Professional summary


Colton Wilder Sowash, who also goes by Colton Sowash, is a registered financial advisor currently at SUNGLOW WEALTH ADVISORY LLC located in Snellville, Georgia and BIG CREEK CAPITAL MANAGEMENT located in Gainesville, Georgia.

Colton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Colton has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Colton Sowash

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.

CRS (Client Relationship Summary) - RIA


Click below to view Colton Wilder Sowash'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®
None

Experience


Current

August 17, 2022 - Present

SUNGLOW WEALTH ADVISORY LLC

Office #1: 2417 Lenora Church Rd, Snellville, GA 30078
RIA
CRD#: 304101
Snellville, GA
Current

October 13, 2022 - Present

BIG CREEK CAPITAL MANAGEMENT

RIA
CRD#: 322793
Gainesville, GA
Past

July 30, 2020 - November 17, 2020

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
ATLANTA, GA
Past

June 22, 2020 - November 17, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
ATLANTA, GA

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
Georgia
(8/17/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/22/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


SW
SUNGLOW WEALTH ADVISORY LLC
SUNGLOW WEALTH ADVISORY LLC

CRD#: 304101 / SEC#:

Georgia
Registered Investment Advisory firm - (6/21/2019 Approved)
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Contact information


Main Address
2417 Lenora Church Rd, Snellville, GA 30078
Mailing Address
Phone number
(770) 696-5937
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts150
AUM (Assets Under Management)$ 61,517,000

Red Flags


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Company Information


SUNGLOW WEALTH ADVISORY LLC

CRD#: 304101Snellville, GA 30078

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