NicholasBucci- Financial Advisor Montgomeryville, PA

Home > Financial Advisor Directory > pennsylvania > montgomeryville

About Nicholas Bucci

Founded in 1964, BLBB is an independent, employee-owned, multi-custodial financial advisory firm. We provide fiduciary advice, planning, and investment management services to individuals and families, nonprofits, and business owners.

We are driven every day by the desire to help our clients feel confident about their financial future. It's about meeting you where you are-understanding your aspirations, and perhaps even helping you achieve goals you didn't realize were within reach. This impact has driven us for the last six decades keeping our focus on what's most important: your success.

See Disclosures

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

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

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Nicholas Bucci

BLBB Advisors