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Michelle Danielle Fuccella

Forefront

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About Michelle Danielle Fuccella

Michelle Danielle Fuccella is an investment advisor representative with Forefront. Michelle has been in the financial industry since October 2019 and is registered in Texas and New York. Michelle has Series 7, Series 63, and Series 66 licenses. Michelle is committed to helping clients reach their financial goals.

Firm Information

Michelle Fuccella is currently registered with Forefront. Forefront is a Registered Investment Adviser (RIA) based in Austin, TX, with $118,199,573 in regulatory assets under management. The firm provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Forefront has 660 client accounts, with 191 individual clients other than high-net-worth, and 65 high-net-worth individuals.
Forefront

7500 RIALTO BLVD, BLDG 1 SUITE 250

AUSTIN, TX 78735

$118.20M

Assets Under Management

10

Total Clients

12

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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other

Referral fees and revenue share for referrals to third parties

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Michelle Fuccella’s Registration & Firm History

TX

11/29/2022 - Present

Forefront (AUSTIN TX)

CO

06/15/2022 - 12/31/2023

THE LEADERS GROUP, INC. (LITTLETON CO)

NY

10/18/2019 - 06/21/2022

NYLIFE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/18/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Danielle Fuccella.
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