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Paul Gerard Cucchissi

Maryland Capital Advisors, Inc.

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About Paul Gerard Cucchissi

Paul Gerard Cucchissi is an investment advisor representative with Maryland Capital Advisors, Inc. Paul has been in the industry since 1986 and holds Series 3, 4, 7, 8, 24, and 63 licenses. Prior to joining Maryland Capital Advisors, Inc., Paul worked at UBS Securities LLC and Citicorp Securities Markets, Inc. Paul is registered in Connecticut and specializes in providing financial advice to high-net-worth individuals and pension and profit-sharing plans.

Firm Information

Paul Cucchissi is currently registered with Maryland Capital Advisors, Inc.. Maryland Capital Advisors, Inc. is an investment advisor headquartered in CHESTER, MD, with a total of 2 Investment Adviser Representatives and 2 Investment Advisory Functions. The firm manages approximately $342,095,626 in assets, primarily for high-net-worth individuals ($317,727,382) and individuals other than high-net-worth ($22,541,627), as well as pension and profit-sharing plans ($1,826,617). They provide portfolio management services for individuals and businesses, as well as pension consulting and selection of other advisors.
Maryland Capital Advisors, Inc.

7 CHESTER PLAZA

CHESTER, MD 21619

$342.10M

Assets Under Management

Not reported

Total Clients

2

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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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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Paul Cucchissi’s Registration & Firm History

CT

02/07/2008 - Present

Maryland Capital Advisors, Inc. (GREENWICH CT)

CT

01/01/1988 - 08/21/2007

UBS SECURITIES LLC (STAMFORD CT)

NA

05/20/1986 - 04/01/1987

CITICORP SECURITIES MARKETS, INC.

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Licenses & Designations

BC

Issued 11/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2001

Series 4 - Registered Options Principal Examination

BC

Issued 08/12/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/14/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/13/1993

Series 3 - National Commodity Futures Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Gerard Cucchissi.
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