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Chief Executive Officer, Chief Compliance Officer, Manager, President · Colucci Wealth Management LLC

John Colucci

CRD 5377397 · Named on Form ADV at one SEC-registered adviser

At a glance

Colucci Wealth Management LLC, an SEC-registered wealth manager based in Brightwaters, NY with $81 million in regulatory assets, lists John Colucci on its Form ADV as Chief Executive Officer, Chief Compliance Officer, Manager, President, a control person.

Firms and roles

  • Colucci Wealth Management LLCChief Executive Officer, Chief Compliance Officer, Manager, PresidentWealth manager · Brightwaters, NY · $81M in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.