Elizabeth Bucalo
Investment adviser representative at F/m Investments LLC
19 yearsExperience
2 statesRegistered in
$17.7BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- F/m Investments LLCMay 2025 to now
- Fnex Capital, LLCMay 2025 to now
- Amundi Distributor Us, Inc.Jan 2021 to Apr 2025
- Amundi Pioneer Distributor, Inc.Jul 2017 to Dec 2020
- Pioneer Funds Distributor, Inc.Oct 2007 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, WA).
F/m Investments LLC
$17.7BAssets managed
5,780Clients
17Advisers
7 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
- 5371607
- Firm CRD
- 304405