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Paladin Research Report For:

Nicholas Bucci

BLBB Advisors

CFP®MSFS
103 Montgomery Ave Montgomeryville PA 18936
Cape Charles, VA 23310
215-643-9100
Visit Website
www.blbb.com

About Nicholas Bucci

Nick specializes in working with complex family groups and nonprofit institutions - developing and maintaining financial plans and providing ongoing asset management that aligns with each clients' personal circumstances, challenges, and goals.

Prior to joining our firm in 2019, he spent 11 years as a Client Portfolio Manager with Hirtle, Callaghan & Co., working directly with high-net-worth family groups, business owners, retirement plans, endowments, and foundations.

Nick enjoys spending time with his wife and two young children. They split their time between Phoenixville, PA and at the beach on the Eastern Shore of Virginia.

See Disclosures

General Information

Firm Start Year
  • 1964
No. of Employees
  • 20-49
CRD#
  • 5542700
Firm CRD#
  • 139096
Years of Experience in Financial Services
  • 23
Work with the following types of clients
  • Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, MSFS
Securities Licenses
  • Series 65

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500K
Compensation Methods
  • Based on Assets

Education

Bachelor of Science - Finance & Management Information Systems

Shippensburg University
08/31/1997 -05/31/2002

Master of Business Administration - Business

Pennsylvania State University
9/1/2004 -08/31/2006

Master of Science in Financial Service - Finance

Saint Joseph's University
09/01/2009 -05/31/2011

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/1892571/paladinregistry-BLBB-Advisors-detailed-disclosure.html