Joseph Iafelice has been an investment adviser representative at Curran Financial Partners since September 2023, and is not listed among the firm’s executive officers or direct owners. Joseph Iafelice studied at Otterbein University.
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.
Joe Iafelice is with Curran Financial Partners. Iafelice's work covers constructing portfolios and applying experience in investment strategies, investment research and analysis, and trade execution. Before joining the firm, Iafelice worked as a financial representative and in various sales roles.
- – present · 3 yearsDaniel Island, SC · Adviser representative · Firm CRD 281943
Investment adviser representative registrations
Joseph Iafelice is registered as an investment adviser representative in South Carolina, since September 2023.
- South CarolinaSince 2 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Michael Iafelice
- CRD
- 6799248
- 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
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curranfinancialpartners.com
Where does Joseph Iafelice work?
Joseph Iafelice is an investment adviser representative registered through Curran Financial Partners, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Iafelice a financial advisor?
Yes. Joseph Iafelice has a current investment-adviser registration in South Carolina, through Curran Financial Partners since September 2023.
How many years of experience does Joseph Iafelice have?
Joseph Iafelice has 3 years in the financial industry, since February 2023, across 1 adviser firm.
What exams has Joseph Iafelice passed?
Joseph Iafelice has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in May 2018. FINRA credited Joseph Iafelice with the SIE, which began in October 2018.
Where is Joseph Iafelice based?
Joseph Iafelice’s registered office is in Daniel Island, SC.
Is Joseph Iafelice registered with FINRA?
No. Joseph Iafelice has no current broker registration.
How can I verify Joseph Iafelice’s record?
Search CRD 6799248 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Iafelice’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer