James Peter Tucci
Investment adviser representative at Base Wealth Management
13 yearsExperience
1 stateRegistered in
$326.3MFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Base Wealth ManagementMar 2026 to now
- Sterling Bridge Financial Group LLCOct 2021 to now
- Ficare Federal Credit UnionJun 2021 to Oct 2021
- Kent State UniversityAug 2017 to Aug 2021
- Tallmadge High SchoolAug 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Base Wealth Management
Legal name: Base Wealth Management LLC
$326.3MAssets managed
862Clients
7Advisers
4 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
- 7949560
- Firm CRD
- 321991