MASSUCCI & ASSOCIATES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PLANTSVILLE, Connecticut
CRD number
124707
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Massucci & Associates operates as a Limited Liability Company focused on providing financial planning services. The firm is owned by an individual and primarily engages in accounting activities. While it does not classify itself as a capital allocator or a multi-state adviser, it has established a niche in the financial advisory space. The firm charges clients on an hourly basis for its services, which are tailored to meet individual financial planning needs. Massucci & Associates does not actively engage in ESG investing, indicating a focus on traditional investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DANIEL MASSUCCI

    Managing PartnerCRD 4666155

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PLANTSVILLE, CT

HARTFORD

Location

PLANTSVILLE, CT

Headquartered in PLANTSVILLE, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
658 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth