Charles Thomas Puccio
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
25 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- United Planners' Financial Services of America A Limited PartnerFeb 2022 to now
- United Planners Financial ServicesFeb 2022 to now
- Charles PuccioJul 2018 to now
- Ame Real Estate, LLCApr 2015 to now
- Charles T. PuccioJan 2001 to now
- Chuck Puccio, Sole ProprietorJan 2001 to now
- Private Client ServicesJan 2018 to Feb 2022
- Wealth Advisors Group. LLCJan 2018 to Feb 2022
- Sii Investments, Inc.Sep 2002 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (IA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4334931
- Firm CRD
- 20804