Unclaimed Profile

Adam Brennen Curran

CURRAN FINANCIAL PARTNERS, LLC·CHARLESTON, South Carolina

Series 7, Series 66CFPClean record16 years registeredCURRAN FINANCIAL PARTNERS, LLC

672 MARINA DRIVE, CHARLESTON, SC 29492CRD# 5318690Firm CRD# 281943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Brennen Curran · CHARLESTON, SC

Registration

CRD #5318690 · CURRAN FINANCIAL PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CURRAN FINANCIAL PARTNERS, LLC

Jan 2016 – present

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Aug 2013 – Dec 2016

CHARLESTON, SC

TRUSTMONT ADVISORY GROUP, INC.

Sep 2009 – Aug 2013

GREENSBURG, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 14, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CURRAN FINANCIAL PARTNERS, LLC

CRD 281943 · SEC 801-119322

AUM

$473M

Regulatory assets under management

Employees

3,230 client accounts

Services offered by CURRAN FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CURRAN FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Brennen Curran offer?

Adam Brennen Curran specializes in Financial Planning, Investment Management. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Adam Brennen Curran's credentials?

Adam Brennen Curran holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Brennen Curran located?

Adam Brennen Curran is based in CHARLESTON, South Carolina, working with CURRAN FINANCIAL PARTNERS, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Adam Brennen Curran charge for services?

Adam Brennen Curran's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CURRAN FINANCIAL PARTNERS, LLC?

CURRAN FINANCIAL PARTNERS, LLC has approximately 10 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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