Fleetwood Asset Management Ltd.

Fleetwood Asset Management Ltd. (CRD# 132095) is a financial advisory firm headquartered in White Plains, NY. They manage $55,978,657 in 47 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $1,191,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, LA, NY

Financial Advisors at Fleetwood Asset Management Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Joan M. Guccione
CRD#: 2684031
Milford, CT
96
Wealthminder
score

Joan Guccione (CRD# 2684031) is an Investment Advisor Representative working at Fleetwood Asset Management Ltd. in Milford, CT and has over 20 years of experience in the finance industry. Joan Guccione has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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