Nicholas Bucci

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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.

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General Information

Firm Start Year

1964

No. of Employees

20-49

CRD#

5542700

Firm CRD#

139096

Years of Experience in Financial Services

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

Acknowledged fiduciary

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

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Additional Detailed Disclosures
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