Curran Financial Partners, LLC

Curran Financial Partners, LLC (CRD# 281943) is a financial advisory firm headquartered in Charleston, SC. They manage $472,730,420 in 3,230 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
672 Marina Drive, Suite 108, Charleston, SC 29492
http://www.mlinvestmentgroup.com/
By the Numbers
  • Total Assets Under Management
    473
    MILLION
  • Total Number of Accounts
    3,230
    ACCOUNTS
  • Average Account Value
    $146,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, MA, MD, NC, NE, NH, NY, OH, PA, SC, TX, UT, VA

Financial Advisors at Curran Financial Partners, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael Baer, financial advisor Charleston SC
Michael R. Baer
CRD#: 6674368
672 Marina Drive, Suite 108, Charleston, SC 29492

Michael Baer (CRD# 6674368) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 7 years of experience in the finance industry.

2
Adam Curran, financial advisor Charleston SC
Adam B. Curran
CRD#: 5318690
672 Marina Drive, Suite 108, Charleston, SC 29492

Adam Curran (CRD# 5318690) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 16 years of experience in the finance industry.

3
Christopher McQuade, financial advisor Charleston SC
Christopher N. McQuade
CRD#: 2085253
672 Marina Drive, Suite 108, Charleston, SC 29492
Christopher McQuade (CRD# 2085253) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mount Pleasant, SC and has 1 year of experience in the finance industry.
4
Colin Stewart, financial advisor Charleston SC
Colin Stewart
CRD#: 6701258
672 Marina Drive, Suite 108, Charleston, SC 29492

Colin Stewart (CRD# 6701258) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 6 years of experience in the finance industry.

5
Kyle Conner, financial advisor Charleston SC
Kyle R. Conner
CRD#: 7427760
672 Marina Drive, Suite 108, Charleston, SC 29492

Kyle Conner (CRD# 7427760) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has 1 year of experience in the finance industry.

6
Ross Dewaard, financial advisor Charleston SC
Ross A. Dewaard
CRD#: 7630787
672 Marina Drive, Suite 108, Charleston, SC 29492

Ross Dewaard (CRD# 7630787) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has 1 year of experience in the finance industry.

7
Joseph Iafelice, financial advisor Charleston SC
Joseph M. Iafelice
CRD#: 6799248
672 Marina Drive, Suite 108, Charleston, SC 29492

Joseph Iafelice (CRD# 6799248) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has 1 year of experience in the finance industry.

8
Frank Passalaqua, financial advisor Charleston SC
Frank G. Passalaqua
CRD#: 2353514
672 Marina Drive, Suite 108, Charleston, SC 29492

Frank Passalaqua (CRD# 2353514) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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