Anthony PucaCRD Number: 7094510
Current Firm: Fidelity Personal And Workplace Advisors
Anthony Puca (CRD# 7094510) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|Fidelity Investments||Roslyn, NY||Apr 2021 - Current||1|
|Equitable Advisors, LLC||New York, NY||Apr 2019 - Apr 2021||2|
|Axa Advisors, LLC||Woodbury, NY||Apr 2019 - Jun 2020||1|
|Varsity Tutors||Huntington, NY||May 2018 - Apr 2019||< 1|
|West Marine||Huntington, NY||Apr 2010 - Jan 2019||8|
|Gettysburg College||Gettysburg, PA||Aug 2014 - May 2018||3|
|Gettysburg College Equipment Room||Gettysburg, PA||Aug 2014 - May 2018||3|
|Huntington High School||Huntington, NY||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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