Michael Carlucci
Michael Carlucci is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Freehold, NJ, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
205 Route 9 North, Suite 31, Freehold, NJ, 07728
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 the 100% owner of MJC Advanced Financial Strategies, LLC, a DBA used for marketing purposes. He is also a New Jersey insurance agent offering various types of insurance products, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.Broker
Usallianz Securities, INC.
Raike Financial Group INC.
Raike Financial Group INC.Broker
Network 1 Financial Securities INC.Broker
Ebi Securities CorporationBroker
Whale Securities CO., L.P.Broker
Barron Chase Securities, INC.Broker
Hanover, Sterling & Company LTD.Broker
Americorp Securities, INC.Broker
Russo Securities INC.Broker
First Hanover Securities, INC.Broker
Nylife 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.