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Daniel Minicucci

J.p. Morgan Institutional Investments Inc.

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About Daniel Minicucci

Daniel Minicucci is a financial advisor who is registered in 17 states. Daniel is currently employed by J.p. Morgan Institutional Investments Inc. Daniel has been in the securities industry since March 15, 2018. Daniel has passed the Series 66, Series 7, and the Securities Industry Essentials Examination.

Firm Information

Daniel Minicucci is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Minicucci’s Registration & Firm History

NY

09/18/2019 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

TN

06/01/2018 - 08/27/2019

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)

NY

03/08/2018 - 05/29/2018

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

09/12/2016 - 09/26/2016

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Minicucci.
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