Michael Bucceri
Michael Bucceri is a registered investment advisor at Fortress Private Ledger, LLC, based in Pinehurst, NC, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 502 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortress Private Ledger (FPL) manages investment portfolios for a fee based on the value of your investments. The exact fee is negotiable between you and your advisor. The maximum fee is 2.0% per year. Fees are typically deducted from your account monthly or quarterly. FPL may also charge a performance-based fee for certain clients.
Location
5 Dowd Cir, Suite B, Pinehurst, NC, 28374
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Michael is an investment advisor with Course Management Investment Advisors since May 2020, dedicating full-time hours. He also sells fixed insurance and has 50% ownership in Course Management Real Estate Partnership, LLC, spending minimal time on the real estate venture.
Employment History
Current Registrations
Fortress Private Ledger, LLCBroker
Fortress Private Ledger, LLC
Course Management Investment Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Nationwide Investment Services CorporationBroker
Nylife Distributors LLCBroker
Capital Brokerage CorporationBroker
Ifmg Securities, INC.Broker
Ifmg Securities, INC.
Aim Private Asset Management
A I M Distributors, INC.Broker
Liberty Securities CorporationBroker
Keyport Financial Services CORP.Broker
Independent Financial Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations7 states
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.