Investment adviser representative · Curran Financial Partners, LLC

Kaylee J. Urbanek

CRD 7787520 · Daniel Island, SC

At a glance

Kaylee J. Urbanek is an investment adviser representative with Curran Financial Partners, LLC in Daniel Island, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kaylee’s SEC record dates to 2023, about 3 years ago.

Current advisory firm

Curran Financial Partners, LLCSince October 2025Daniel Island, SC · $749M in regulatory assets

SEC adviser record

Registered since: 2023 (3 years)
Designations: None on file
Exams: Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Kaylee’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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