Frank Gerard Passalaqua

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

• 05/2011 → 08/2017
  Buckman
  Shrewsbury, NJ
• 08/2017 → 12/2017
  The Vertical Group
  417 5Th Avenue, 6Th Floor, NY
• 01/2017 → 06/2017
  Queen St Hospitality
  Charleston, SC
• 08/2017 → 12/2017
  Orvino Wine Imports
  Mount Pleasant, SC
• 01/2018 → 01/2020
  Parker Lending
  Mount Pleasant, SC
• 02/2020 → 01/2021
  Guaranteed Rate
  Mount Pleasant, SC
• 01/2021 → Present
  Curran Financial Partners
  Charleston, SC

Other Businesses

Bene Hospitality 1324 Theater Dr Mt Pleasant, SC 29466. Silent Investor, started 11/2019. Zero hours devoted to the business. No decision making duties Table 95 Hospitality (CTH Investors LLC) 1100 East Hector St, Ste 225 Conshohocken, PA 19428, Silent Investor, started 06/2010. Zero hours devoted to the business. No decision making duties Licensed to sell life and health insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-03
• S63 Uniform Securities Agent State Law Examination
  1995-05-12