Frank Muscara

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About Frank Muscara

I've been in financial services since graduating from West Chester University in 2012, when I started as an intern at National Penn Bank. Since then, I've gone on to work for PNC Bank, Vanguard, and most recently started an RIA with my business partner and friend, John Gormley. I also received my MBA from Villanova University in May of 2020.

See Disclosures

General Information

Firm Start Year

1923

CRD#

6218725

Firm CRD#

323625

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Goshen Capital, LLC Co-Founder & CEO, October 2022-Present

The Vanguard Group, Inc

Equity, ETF, and Options Trader, October 2021-October 2022 Derivatives Oversight Sr. Analyst, May 2020-October 2021 Derivatives Analyst, March 2017-May 2020 Sr. Sales Consultant, January 2016-March 2017

PNC Financial Services Group, Inc Financial Specialist, August 2014-January 2016

National Penn Bank, Inc Account Executive, Feb 2013-August 2014 Intern, June 2012-Feb 2013

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

.5%-1%

Hourly Rate

$250

Additional Details on Charges

Up to $1,000,000: 1% $1,000,000 - $3,000,000: .75% Over $3,000,000: .5%

Financial planning charged separately in some cases depending on complexity.

Education

Bachelor of Arts -

West Chester University
08/18/2008 -05/10/2013

Masters of Business Administration -

Villanova University
08/01/2016 -05/08/2020

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891300/paladinregistry-Goshen-Capital-LLC-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Goshen Capital LLC