MF
MF

Michelle Danielle Fuccella

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michelle works as an admin manager for Forefront Insurance Partners and an investment advisor representative for Forefront IAR, spending about 10-20% and about half her time respectively. She also works with individuals going through divorce and owns rental property.

Employment History
Current Registrations
Calton & Associates, INC.
January 2024 - Present · 2 yrs 1 mo
Calton & Associates, INC.Broker
January 2024 - Present · 2 yrs 1 mo
Forefront
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
The Leaders Group, INC.Broker
June 2022 - December 2023 · 1 yr 6 mos
Nylife Securities LLCBroker
October 2019 - June 2022 · 2 yrs 8 mos
State Registrations9 states
AKCOFLIANCNYTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.