Michael Carminucci
Michael Carminucci is a registered investment advisor at Carminucci Wealth Management, based in Croton Falls, NY, with 34 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, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Carminucci Wealth Management offers written financial plans with negotiable fixed fees ranging from $500 to $2,500, depending on the complexity of the client's financial situation. The firm also offers hourly consultations at a negotiable rate up to $300 per hour.
Location
4 W Cross, Croton Falls, NY, 10519-0998
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an author, writer, and publisher, and also provides non-variable insurance as part of a complete financial plan, dedicating about a quarter of his time to insurance. He also owns Carminucci Agency LLC for property and casualty insurance and Carminucci Workplace Solutions as an insurance agent.
Employment History
Current Registrations
Carminucci Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nathan & Lewis Securities, INC.Broker
Independent Financial Securities, INC.Broker
Natwest Investor Services CorporationBroker
Uslife Equity Sales CORP.Broker
Sma Equities, INC.Broker
State Registrations19 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.