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Frank Passalaqua

Curran Financial Partners, LLC
27 Years of Experience
Daniel Island, SC
View SEC Summary
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Frank Passalaqua is a registered investment advisor at Curran Financial Partners, LLC, based in Daniel Island, SC, with 27 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,315 clients with $750M in assets under management.

Curran Financial Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,315 clients
Average Client Portfolio
$570K average
Assets Under Management
$749.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The active management service standard fee is 1.50% of assets under management. The passive management service standard fee is 1.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

115 River Landing Dr, Suite 200, Daniel Island, SC, 29492

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Frank is a silent investor in Bene Hospitality and Table 95 Hospitality (CTH Investors LLC). He dedicates no time to these businesses and has no decision-making duties.

Employment History
Current Registrations
Curran Financial Partners, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
The Vertical GroupBroker
August 2017 - October 2017 · 2 mos
Buckman, Buckman & Reid, INC.Broker
May 2011 - August 2017 · 6 yrs 3 mos
Seton Securities Group, INC.Broker
March 2010 - May 2011 · 1 yr 2 mos
Sterne, Agee & Leach, INC.Broker
October 2006 - March 2010 · 3 yrs 5 mos
Sterne Agee Capital Markets, INC.Broker
January 2005 - October 2006 · 1 yr 9 mos
Sterne, Agee & Leach, INC.Broker
January 2005 - January 2005 · 0 mos
Oppenheimer & CO. INC.Broker
May 2003 - December 2004 · 1 yr 7 mos
Puglisi & CO.Broker
March 2002 - April 2003 · 1 yr 1 mo
Gruntal & CO., L.L.C.Broker
March 1997 - October 2001 · 4 yrs 7 mos
Rickel & Associates, INC.Broker
August 1994 - October 1996 · 2 yrs 2 mos
State Registrations1 state
SC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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