Advisor at FCIG Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Based on FCIG Wealth Management, LLC
Based on FCIG Wealth Management, LLC
$500 to $10,000 depending on complexity for stand-alone financial planning services (may be waived if plan is implemented through FWML)
Up to 2% annually (negotiable, includes sub-advisor fees)
94 Norwich Road
Plainfield, CT 06374
Connecticut
FCIG Wealth Management, LLC
2026 - Present (1 year)
Massucci & Associates, LLC
2021 - Present (5 years)
Marcum Wealth, LLC
2019 - 2021 (2 years)
PwC
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Hampton, CT
Troika Investment Advisors, LLC
CFP®, Series 66
Plainfield, CT
FCIG Wealth Management, LLC
Series 65
Plainfield, CT
FCIG Wealth Management, LLC
CFP®
Sterling, CT
Axis Wealth Partners, LLC
Series 63, Series 66
Plainfield, CT
FCIG Wealth Management, LLC
Series 63, Series 66
Dayville, CT
OSAIC Institutions, INC.
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