Gary Cucchi
Gary Cucchi is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 23 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History (1)
Regulatory
July 2003Other 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
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations8 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.