Adam Curran has been President of Curran Financial Partners since August 2015, is a control person of the firm and directly owns 75% or more of it.
Curran Financial Partners, LLC is a Daniel Island, SC firm with $749M under management, 1,315 clients and 10 advisers across 3 offices, as of its July 2026 filing.
Adam Curran is the founder of Curran Financial Partners. Curran got a start as a runner on the Philadelphia Stock Exchange, then worked at a large family office and in the hedge fund world before founding the firm. Curran helps clients enjoy what they have worked to build.
Adam Curran’s longest registration is the current one, 10 years at Curran Financial Partners since 2016. Before joining Curran Financial Partners in 2016, Adam Curran was registered through Global Financial Private Capital, LLC and Trustmont Advisory Group, Inc.
- – present · 10 yearsDaniel Island, SC · Adviser representative · Firm CRD 281943
- Global Financial Private Capital, LLC– · 3 yearsCharleston, SC · Adviser representative · Firm CRD 132070
- Trustmont Advisory Group, Inc.– · 3 yearsGreensburg, PA · Adviser representative · Firm CRD 106015
Professional designations
Listed by Curran Financial Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Adam Curran is registered as an investment adviser representative in 3 states. The first approvals date from January 2016; the most recent is Georgia, in January 2020.
- GeorgiaSince 21 January 2020
- North CarolinaSince 14 January 2020
- South CarolinaSince 13 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 April 2008 |
| Series 7 | General Securities Representative Examination | 3 March 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Brennen Curran
- CRD
- 5318690
- Firm
- Curran Financial Partners · CRD 281943
- Role
- President
- Office
- 115 RIVER LANDING DR, SUITE 200, Daniel Island, SC 29492
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curranfinancialpartners.com
Where does Adam Curran work?
Adam Curran has been President of Curran Financial Partners, LLC since August 2015, and is a control person of the firm.
Is Adam Curran a financial advisor?
Yes. Adam Curran has a current investment-adviser registration in Georgia, North Carolina and South Carolina, through Curran Financial Partners since January 2016.
How many years of experience does Adam Curran have?
Adam Curran has 17 years in the financial industry, since September 2009, across 3 adviser firms.
What exams has Adam Curran passed?
Adam Curran has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2008.
Where did Adam Curran work before Curran Financial Partners?
Before Curran Financial Partners, Adam Curran was registered through Trustmont Advisory Group, Inc., September 2009 to August 2013.
Where is Adam Curran based?
Adam Curran’s registered office is in Daniel Island, SC.
Is Adam Curran registered with FINRA?
No. Adam Curran has no current broker registration.
Is Adam Curran a CFP?
Curran Financial Partners lists Adam Curran with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Adam Curran’s record?
Search CRD 5318690 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Curran’s full registration record.
- Matthew GiggeyChief Compliance Officer