Fleetwood Asset Management Ltd.
Fleetwood Asset Management Ltd. (CRD# 132095) is a financial advisory firm headquartered in White Plains, NY. They manage $60,856,065 in 115 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management61MILLION
Total Number of Accounts115ACCOUNTS
Average Account Value$529,183
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CT, LA, NY
Joan Guccione (CRD# 2684031) is an Investment Advisor Representative working at Fleetwood Asset Management Ltd. in Milford, CT and has over 22 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.