Adam Brennen Curran

Employer firm

Curran Financial Partners, LLC CRD 281943

$749M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Curran Financial Partners, Llc
  Charleston, SC
• 08/2013 → 12/2016
  Global Financial Private Capital
  Sarasota, FL
• 10/2019 → Present
  B&B Media Group, Llc
  Charleston, SC

Previous Registrations

• 2013-08-19 → 2016-12-15
  Global Financial Private Capital, Inc.
  Charleston, SC
  Sarasota, FL
• 2009-09-14 → 2013-08-26
  Trustmont Advisory Group, Inc.
  Greensburg, PA

Other Businesses

B&B Media Group, LLC; Not investment-related; 672 Marina Dr., Ste. 108 Charleston, SC 29492; A consultant and media buying specialist for Curran Financial Partners; Managing Member; Since October 2019; Mr. Curran spends five hours per month on this activity, none of which are during securities trading hours; Mr. Curran is the managing member of this entity. Licensed to sell life and health insurance.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-24

Designations

• Certified Financial Planner