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FM

Frank A. Muscara

GOSHEN CAPITAL LLC
West Chester, PA
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CRD#: 6218725
FM

Professional summary


Frank Andrew Muscara, who also goes by Frank Andrew Muscara Jr, Frank Muscara, is a registered financial advisor currently at GOSHEN CAPITAL LLC located in West Chester, Pennsylvania.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Frank has worked at 4 firms and has passed the Series 66, Series 63, Series 57TO, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Frank Andrew Muscara Jr | Frank Muscara

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Frank Andrew Muscara's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 14, 2022 - Present

GOSHEN CAPITAL LLC

RIA
CRD#: 323625
West Chester, PA
Past

February 7, 2022 - October 26, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

January 27, 2016 - September 27, 2019

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

September 16, 2014 - January 13, 2016

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
WAYNE, PA
Past

September 15, 2014 - January 13, 2016

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
WAYNE, PA
Past

April 14, 2014 - August 4, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
POTTSVILLE, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(12/14/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/18/2022
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 6/22/2022
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/7/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GC
GOSHEN CAPITAL LLC
GOSHEN CAPITAL LLC

CRD#: 323625 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (12/13/2022 Approved)
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Contact information


Main Address
West Chester, PA
Mailing Address
Phone number
(484) 205-9636
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts27
AUM (Assets Under Management)$ 20,635,160

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GOSHEN CAPITAL LLC

CRD#: 323625West Chester, PA

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