Richard Fucillo
Richard Fucillo is a registered investment advisor at Commenda Capital Advisors, based in Cambridge, MA, with 34 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Advisor's fee will be charged in addition to the third-party manager's fee, which will vary depending on the size of the account. The total combined advisory fees will not exceed 2.0% annually. Fees may be negotiated.
Fee Estimator
Location
599 Cambridge St., Suite C-2, Cambridge, MA, 02141
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2010Regulatory
October 2007Criminal
May 2007Other Business ActivitiesSells Insurance
Richard is an insurance producer since 2016, selling life insurance and fixed annuity products, dedicating a few hours per week. He is also a partner and managing member of Bowdoin Street LLC, a real estate management company, spending about 10-20% of his time, and a shareholder and voting board member of Tovi Hockey Inc., a hockey equipment manufacturer, spending a few hours per week.
Employment History
Current Registrations
Commenda Capital Advisors
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Liberty Tree Advisors, LLCBroker
Oneamerica Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.