Unclaimed
Stephen Charles Carluccio is an investment advisor representative with Mad River Investors, a firm based in Boston, Massachusetts. Stephen has been registered with the firm since February 2012 and has been working in the industry since January 2004. Stephen is a Series 65 licensed investment advisor representative who passed the exam in September 2007. Stephen is currently registered in Massachusetts. Stephen has a record of working with high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Stephen is also authorized to select other advisors and manage portfolios for individuals, businesses, and pooled investment vehicles. Stephen may engage in a small amount of outside legal work for former clients subject to approval of Mad River Investors.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
09/13/2007 - Present
MAD River Investors (BEDFORD MA)
IA
Issued 09/06/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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