Michael Salvatore Bucceri

Fortress Private Ledger, LLC

35 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Fortress Private Ledger, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

502 clients

Average Client Portfolio

$689K average

Assets Under Management

$346.1M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

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 Report How 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 · 3 yrs 9 mos

Fortress Private Ledger, LLC

May 2022 - Present · 3 yrs 9 mos

Course Management Investment Advisors, LLC

May 2020 - Present · 5 yrs 9 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

Exams

No exam information available for this advisor.