Ross DeWaard has been an investment adviser representative at Curran Financial Partners since December 2022, and is not listed among the firm’s executive officers or direct owners. Ross DeWaard holds a Degree in Finance, Marketing and Management from the University of Maine.
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.
Ross DeWaard is with Curran Financial Partners. Before entering the financial industry, DeWaard worked as a project manager. DeWaard focuses on building customized financial strategies that align with each family's unique vision for the future, with the aim of helping families retire earlier than they expected.
- – present · 3 yearsDaniel Island, SC · Adviser representative · Firm CRD 281943
Professional designations
Listed by Curran Financial Partners
- Certified Tax Specialist (CTS)
Investment adviser representative registrations
Ross DeWaard is registered as an investment adviser representative in South Carolina, since December 2022.
- South CarolinaSince 12 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ross Anthony DeWaard
- CRD
- 7630787
- 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 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curranfinancialpartners.com
Where does Ross DeWaard work?
Ross DeWaard is an investment adviser representative registered through Curran Financial Partners, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ross DeWaard a financial advisor?
Yes. Ross DeWaard has a current investment-adviser registration in South Carolina, through Curran Financial Partners since December 2022.
How many years of experience does Ross DeWaard have?
Ross DeWaard has 3 years in the financial industry, since December 2022, across 1 adviser firm.
What exams has Ross DeWaard passed?
Ross DeWaard passed the Series 65 in December 2022.
Where is Ross DeWaard based?
Ross DeWaard’s registered office is in Daniel Island, SC.
Is Ross DeWaard registered with FINRA?
No. Ross DeWaard has no current broker registration.
How can I verify Ross DeWaard’s record?
Search CRD 7630787 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ross DeWaard’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer