David Sheaffer has been an investment adviser representative at Curran Financial Partners since April 2022, and is not listed among the firm’s executive officers or direct owners.
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.
David Sheaffer’s longest registration is the current one, 4 years at Curran Financial Partners since 2022. Before joining Curran Financial Partners in 2022, David Sheaffer was registered through Putnam Investment Management, LLC.
- – present · 4 yearsDaniel Island, SC · Adviser representative · Firm CRD 281943
- Putnam Investment Management, LLC– · 4 yearsBoston, MA · Adviser representative · Firm CRD 106629
Investment adviser representative registrations
David Sheaffer is registered as an investment adviser representative in South Carolina, since April 2022.
- South CarolinaSince 4 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2017 |
| Series 7 | General Securities Representative Examination | 1 May 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 October 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Coors Sheaffer
- CRD
- 6560307
- Firm
- Curran Financial Partners · CRD 281943
- Office
- 115 RIVER LANDING DR, SUITE 200, Daniel Island, SC 29492
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does David Sheaffer work?
David Sheaffer is an investment adviser representative registered through Curran Financial Partners, LLC since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is David Sheaffer a financial advisor?
Yes. David Sheaffer has a current investment-adviser registration in South Carolina, through Curran Financial Partners since April 2022.
How many years of experience does David Sheaffer have?
David Sheaffer has 10 years in the financial industry, since December 2015, across 2 adviser firms.
What exams has David Sheaffer passed?
David Sheaffer has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 2015. FINRA credited David Sheaffer with the SIE, which began in October 2018.
Where did David Sheaffer work before Curran Financial Partners?
Before Curran Financial Partners, David Sheaffer was registered through Putnam Investment Management, LLC, January 2018 to March 2022.
Where is David Sheaffer based?
David Sheaffer’s registered office is in Daniel Island, SC.
Is David Sheaffer registered with FINRA?
No. David Sheaffer has no current broker registration.
How can I verify David Sheaffer’s record?
Search CRD 6560307 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Sheaffer’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer