Claim Profile
BC

Brian Patrick Curran

GATEPASS CAPITAL, LLC·INDEPENDENCE, Ohio
Unclaimed Profile
5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 7933832Firm CRD# 329404
01

About

Brian Patrick Curran is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with GATEPASS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GATEPASS CAPITAL, LLC
GATEPASS CAPITAL, LLC
AUM
$103M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7933832
Firm CRD# 329404
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in INDEPENDENCE?

Browse all registered financial advisors in INDEPENDENCE, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Patrick Curran offer?
Brian Patrick Curran specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Brian Patrick Curran's credentials?
Brian Patrick Curran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick Curran located?
Brian Patrick Curran is based in INDEPENDENCE, Ohio, working with GATEPASS CAPITAL, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Brian Patrick Curran charge for services?
Brian Patrick Curran's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GATEPASS CAPITAL, LLC?
GATEPASS CAPITAL, LLC has approximately 5 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty