Monica Bucciarelli (CRD# 2949961) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 17 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Townsquare Capital, LLC | Provo, UT | Oct 2017 - Current | 6 |
| Allegis Investment Services | Salt Lake City, UT | Jan 2016 - Oct 2017 | 1 |
| Stifel, Nicolaus & Company, Incorporated | Birmingham, AL | Jun 2015 - Dec 2015 | < 1 |
| Sterne Agee & Leach, Inc. | Birmingham, AL | Feb 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- LA
- UT
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Total Assets Under Management8,778MILLIONS
-
Total Number of Accounts33,539ACCOUNTS
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Average Account Value$261,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WY
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