JC
JC

John Colucci

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
3,147 clients
Average Client Portfolio
$459K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
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Location

37 West Ave, Suite 301, Wayne, PA, 19087

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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 Activities

John is the CEO of Colucci Creative Solutions LLC, offering business consulting services, and a shareholder providing general financial consulting for EIR Healthcare. He also has a personal LLC, Colucci Wealth Advisory Group LLC, established for tax purposes.

Employment History
Current Registrations
Alden Capital
July 2018 - Present · 7 yrs 7 mos
J. Alden Associates, INC.
July 2018 - Present · 7 yrs 7 mos
J. Alden Associates, INC.Broker
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - July 2018 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - July 2018 · 8 yrs 1 mo
State Registrations10 states
CAFLILMINJNYOHPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.