Maxwell Blumberg has been an investment adviser representative at Curran Financial Partners since April 2025, 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 · 1 yearDaniel Island, SC · Adviser representative · Firm CRD 281943
Investment adviser representative registrations
Maxwell Blumberg is registered as an investment adviser representative in South Carolina, since April 2025.
- South CarolinaSince 14 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 April 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 June 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 3 June 2024 |
| SIE | Securities Industry Essentials Examination | 13 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Maxwell Anton Blumberg
- CRD
- 7876523
- 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
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Maxwell Blumberg work?
Maxwell Blumberg is an investment adviser representative registered through Curran Financial Partners, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Maxwell Blumberg a financial advisor?
Yes. Maxwell Blumberg has a current investment-adviser registration in South Carolina, through Curran Financial Partners since April 2025.
How many years of experience does Maxwell Blumberg have?
Maxwell Blumberg has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Maxwell Blumberg passed?
Maxwell Blumberg has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in May 2024.
Where is Maxwell Blumberg based?
Maxwell Blumberg’s registered office is in Daniel Island, SC.
Is Maxwell Blumberg registered with FINRA?
No. Maxwell Blumberg has no current broker registration.
How can I verify Maxwell Blumberg’s record?
Search CRD 7876523 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maxwell Blumberg’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer