Francis Ferez has been an investment adviser representative at Curran Financial Partners since May 2026, 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.
- – present · under a yearDaniel Island, SC · Adviser representative · Firm CRD 281943
Investment adviser representative registrations
Francis Ferez is registered as an investment adviser representative in South Carolina, since May 2026.
- South CarolinaSince 19 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8272140
- 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
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Francis Ferez work?
Francis Ferez is an investment adviser representative registered through Curran Financial Partners, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Francis Ferez a financial advisor?
Yes. Francis Ferez has a current investment-adviser registration in South Carolina, through Curran Financial Partners since May 2026.
How many years of experience does Francis Ferez have?
Francis Ferez has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Francis Ferez passed?
Francis Ferez passed the Series 65 in March 2026.
Where is Francis Ferez based?
Francis Ferez’s registered office is in Daniel Island, SC.
Is Francis Ferez registered with FINRA?
No. Francis Ferez has no current broker registration.
How can I verify Francis Ferez’s record?
Search CRD 8272140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Francis Ferez’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer