MC
MC

Michael Blaise Catalano

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
419 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$569.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

Greenville, SC

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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 ActivitiesSells Insurance

Michael is licensed in Texas to sell term and permanent life insurance and fixed annuity contracts. He is also a limited partner in Kruecat Ventures, LP, and a shareholder in Kruecat Management Inc., the general partner of Kruecat Ventures, LP.

Employment History
Current Registrations
Freedom Day Solutions, LLC
March 2006 - Present · 19 yrs 11 mos
Previous Registrations
Curbstone Group, LLC
April 2009 - March 2013 · 3 yrs 11 mos
Citigroup Global Markets INC.
March 1999 - April 2006 · 7 yrs 1 mo
State Registrations3 states
LASCTX
Advisor
Exams
No exam information available for this advisor.
Michael Blaise Catalano - Financial Advisor | TrueAdvisor