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Michael Bucceri

Fortress Private Ledger, LLC
36 Years of Experience
Pinehurst, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Bucceri is a registered investment advisor at Fortress Private Ledger, LLC, based in Pinehurst, NC, with 36 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 704 clients with $580M in assets under management.

Fortress Private Ledger, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
704 clients
Average Client Portfolio
$830K average
Assets Under Management
$584.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee is 2.0% and is negotiable between the client and the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5 Dowd Cir, Suite B, Pinehurst, NC, 28374

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
May 2022 - Present · 4 yrs 5 mos
Fortress Private Ledger, LLC
May 2022 - Present · 4 yrs 5 mos
Course Management Investment Advisors, LLC
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
March 2020 - May 2022 · 2 yrs 2 mos
LPL Financial LLC
March 2020 - May 2020 · 2 mos
Nationwide Investment Services CorporationBroker
April 2010 - March 2020 · 9 yrs 11 mos
Nylife Distributors LLCBroker
March 2009 - November 2009 · 8 mos
Capital Brokerage CorporationBroker
October 2004 - February 2009 · 4 yrs 4 mos
Ifmg Securities, INC.Broker
May 2003 - September 2004 · 1 yr 4 mos
Ifmg Securities, INC.
April 2003 - September 2004 · 1 yr 5 mos
Aim Private Asset Management
June 2002 - April 2003 · 10 mos
A I M Distributors, INC.Broker
April 1999 - April 2003 · 4 yrs
Liberty Securities CorporationBroker
March 1998 - March 1999 · 1 yr
Keyport Financial Services CORP.Broker
August 1997 - February 1998 · 6 mos
Independent Financial Securities, INC.Broker
January 1993 - July 1997 · 4 yrs 6 mos
Cigna Securities, INC.Broker
September 1989 - January 1993 · 3 yrs 4 mos
State Registrations7 states
FLGANCNJSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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