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Michael J Bucci

Schneider Downs Wealth Management Advisors, LP

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About Michael J Bucci

Michael J Bucci is a financial advisor at Schneider Downs Wealth Management Advisors, LP. Michael has over 19 years of experience in the financial services industry. Michael is registered with the state of Pennsylvania as an Investment Adviser Representative (IAR). Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Michael Bucci is currently registered with Schneider Downs Wealth Management Advisors, LP. Schneider Downs Wealth Management Advisors, LP is a registered investment adviser headquartered in Pittsburgh, PA. They manage over $2.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700

PITTSBURGH, PA 15222

$2.61B

Assets Under Management

1

Total Clients

21

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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Michael Bucci’s Registration & Firm History

PA

10/21/2009 - Present

Schneider Downs Wealth Management Advisors, LP (PITTSBURGH PA)

PA

09/10/2009 - 11/02/2010

SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)

PA

02/28/2005 - 07/01/2009

AXA ADVISORS, LLC (WEXFORD PA)

WI

10/06/2003 - 10/15/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 03/16/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2005

Series 7 - General Securities Representative Examination

BC

Issued 10/03/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael J Bucci.
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