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Gary Cucchi

Capital Analysts
23 Years of Experience
Land O Lakes, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gary Cucchi is a registered investment advisor at Capital Analysts, based in Land O Lakes, FL, with 23 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.

Capital Analysts
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
610 advisors
Number of Clients
15,840 clients
Average Client Portfolio
$554K average
Assets Under Management
$8.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.25%
$1.0M - $2.0M1.25%
$2M+1.25%

Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.

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

Location

2660 Stonewood Park Loop, Land O Lakes, FL, 34638

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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.
Regulatory
July 2003
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gary is involved in numerous real estate and holding companies, often in an ownership or management role. He also owns Florida Educator Insurance LLC, through which he sells insurance and fixed annuities, and is a partner and managing member of Gateway Insurance LLC, focused on residential and commercial insurance; these insurance activities take about 10-20% of his time. Gary also coaches and is president of a youth baseball club, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Capital Analysts
May 2022 - Present · 4 yrs 5 mos
Lincoln Investment
May 2022 - Present · 4 yrs 5 mos
Lincoln InvestmentBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Horace Mann Investors, INC.
June 2016 - June 2022 · 6 yrs
Horace Mann Investors, INC.Broker
January 2003 - June 2022 · 19 yrs 5 mos
State Registrations8 states
ALCOFLMINCORPATX
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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