Philip Ucci, financial advisor Milford CT

Philip Ucci

CRD Number: 5048153
Current Firm: Edward Jones

Philip Ucci (CRD# 5048153) is an Investment Advisor Representative working at Edward Jones in Milford, CT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Feb 2017 - Current 4
Key Investment Services LLC Milford, CT Sep 2016 - Jul 2017 < 1
Keybank Milford, CT Sep 2016 - Jul 2017 < 1
First Niagara Bank Milford, CT Aug 2015 - Sep 2016 1
Lpl Financial LLC Milford, CT Aug 2015 - Sep 2016 1
Wells Fargo Bank Na Wallingford, CT Jul 2014 - Aug 2015 1
Wells Fargo Advisors LLC Wallingford, CT Jul 2014 - Aug 2015 1
J.p. Morgan Securities LLC Fairfield, CT Oct 2012 - Jul 2014 1
Jpmorgan Chase Bank Bridgeport, CT May 2007 - Jul 2014 7
Chase Investment Services Corp Bridgeport, CT May 2007 - Oct 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Philip F. Ucci
Phone Number: 314-515-2000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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