Joshua Carucci (CRD# 6805660) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Chicago, IL | Feb 2022 - Current | 2 |
| The Mather Group, LLC | Chicago, IL | Aug 2020 - Feb 2022 | 1 |
| Bank Of America, N.a. | Chicago, IL | Dec 2017 - Aug 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Jul 2017 - Aug 2020 | 3 |
| Mcadam LLC | Chicago, IL | Jun 2017 - Jul 2017 | < 1 |
| Indiana University | Bloomington, IL | Aug 2013 - May 2017 | 3 |
| Tvsquared, Inc. | New York, NY | May 2016 - Aug 2016 | < 1 |
| Danny's Cycles | Stamford, CT | May 2015 - Aug 2015 | < 1 |
| Danny's Cycles | Rye Brook, NY | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- IL
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Total Assets Under Management10,509MILLIONS
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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