Joseph
Iafelice

Curran Financial Partners, LLC

CRD#6799248
Investment Advisor
in Charleston, SC

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About this Advisor

Joseph Iafelice is a financial advisor based in Charleston, South Carolina, working with Curran Financial Partners, LLC. Joseph has previously held positions at Northwestern Mutual Investment Services LLC, Classic Cadillac, Otterbein University, Curran Financial Partners, LLC, Prince & Izant Company, Saw Service & Supply, Inc, and Heidelberg Distributing. Joseph has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Joseph is part of Curran Financial Partners, LLC, which operates out of Charleston, South Carolina. The firm has 2 offices and 10 employees. The firm manages assets totaling $472.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Curran Financial Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

672 Marina Drive Suite 108
Charleston, SC 29492

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Curran Financial Partners, LLC Brokerage Details

Total Assets Under Management

$472,730,420

SC Average: $646,059,043
Total Number of Employees

10

SC Average: 13
Total Number of Accounts

3,230

SC Average: 661
Average Account Size

$146,356

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers

Joseph Iafelice Work History

2023 - Present (1 year)

Curran Financial Partners, LLC

2022 - 2023 (1 year)

Saw Service & Supply, Inc

2020 - 2022 (2 years)

Prince & Izant Company

2019 - 2020 (1 year)

Heidelberg Distributing

2017 - 2019 (2 years)

Northwestern Mutual Investment Services LLC

2013 - 2017 (4 years)

Classic Cadillac

2013 - 2017 (4 years)

Otterbein University

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Disclosures

Please visit the SEC profile of Joseph Iafelice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Curran Financial Partners, LLC

Christopher Mcquade
Charleston, SC
Colin Stewart
Charleston, SC
Adam Curran
Charleston, SC
Michael Baer
Charleston, SC
Christine Kriegl
Charleston, SC
Joseph Iafelice
Charleston, SC
Ross Dewaard
Charleston, SC
Frank Passalaqua
Charleston, SC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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