Patrick
Tucci
Blue Heron Infrastructure
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About this Advisor
Patrick Tucci is a financial advisor who works in Norwalk, Connecticut with a total of 1 year of industry experience. Tucci is an advisor for Blue Heron Infrastructure. Throughout their career, Tucci has worked at Piper Jaffray & Co, Stay-At-Home Parent, Harbor Hills Investment Management, Co, Blue Heron Infrastructure, Inc and Foresters Investment Management Company. Tucci holds a Series 63 license, qualifying them as a securities broker, and is able to serve investors in Connecticut. Blue Heron Infrastructure is an advisory company with a branch in Norwalk, Connecticut. It has $76 million in assets among its 60 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 60 client accounts, 72% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides portfolio management for individuals and small businesses. Financial advisory fee schedules largely are based on the services offered. Fee types charged by Blue Heron Infrastructure likely are comprised of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blue Heron Infrastructure Brokerage Details
$76,310,953
4
60
$1,271,849
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Patrick Tucci Work History
Patrick has been registered as a financial advisor for 1 years.*
Blue Heron Infrastructure, Inc
Harbor Hills Investment Management, Co
Foresters Investment Management Company
Stay-At-Home Parent
Piper Jaffray & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Tucci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Heron Infrastructure
Norwalk, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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