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Guido Anthony Coccarelli

Wealthcare Advisory Partners LLC

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About Guido Anthony Coccarelli

Guido Coccarelli is an active investment advisor representative for Wealthcare Advisory Partners LLC based in West Chester, Pennsylvania. Guido has been in the industry for over 30 years and has worked with various firms including Ameriprise Financial Services, Inc., IDS Life Insurance Company, Brewer Financial Services, LLC, and Best Direct Securities, LLC. Guido has a Series 7 and Series 63 license and has experience in providing financial planning services, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Guido Coccarelli is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Guido Coccarelli’s Registration & Firm History

PA

09/19/2019 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

IA

01/21/2011 - 05/05/2011

BEST DIRECT SECURITIES, LLC (CEDAR FALLS IA)

TX

05/14/2010 - 11/05/2010

BREWER FINANCIAL SERVICES, LLC (RICHARDSON TX)

TX

04/18/1989 - 05/18/2010

AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)

MN

04/18/1989 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/16/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Guido Anthony Coccarelli.
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