FCIG WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- PLAINFIELD, Connecticut
- CRD number
- 329906
- Registered since
- March 19, 2024
- Custodians
- ASSETMARK TRUST CO., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI39.34%
- Other35.43%
- Individuals25.18%
- Pension & Profit Sharing Plans0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fcig Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for individuals, families and select institutional clients. The firm is SEC-registered (2024) and operates under an individual-owner structure. Its advisory remit emphasizes financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers when appropriate. Fee arrangements blend percentage-of-assets and fixed-fee engagements. Investment practice leans on third-party managers and pooled vehicles rather than a single-house proprietary product set. The firm does not flag itself as an active ESG investor and does not identify as a pension consultant or related adviser. Its industry relationships include accountants and insurance companies, which it uses as part of client-service delivery and referral networks.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other32%
- Public Funds/Mutual Funds30%
- Exchange Traded Equities24%
- State & Local Bonds4%
- Investment Grade Corp Bonds4%
Contacts
3 of 6DANIEL MASSUCCI
Managing PartnerCRD 4666155
WILLIAM GILMORE
PrincipalCRD 4686895
RYAN BOUCHARD
ManagerCRD 5150809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLAINFIELD, CT
WINDHAM
Location
PLAINFIELD, CT
Headquartered in PLAINFIELD, CT, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WINDHAM
- Address
- 94 Norwich Rd
- Time zone
- ET (UTC-5)
- Office locations
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