Felicia Carucci, financial advisor Glastonbury CT
93 score

Felicia Carucci

CRD Number: 5469158
Current Firm: Msi Financial Services, Inc.

Felicia Carucci (CRD# 5469158) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Glastonbury, CT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Elmsford, NY Sep 2013 - Current 3
Axa Advisors, LLC Milford, CT Jul 2011 - Sep 2013 2
Metlife Securities Inc. Wethersfield, CT Apr 2010 - Jul 2011 1
Merrill Lynch Hartford, CT Apr 2008 - Feb 2010 1
Citigroup Global Markets Inc. West Hartford, CT Jan 2008 - Apr 2008 < 1
Smith Barney West Hartford, CT Jan 2008 - Apr 2008 < 1
Citi Residential Rolling Meadows, IL Jun 2006 - Jan 2008 1
Citi Residential Lending Rolling Meadows, IL Jun 2006 - Jan 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Felicia J. Carucci
Phone Number: 800-638-8378
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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