Elizabeth
Bucalo

Amundi Asset Management Us, Inc

CRD#5371607
Investment Advisor
in Boston, MA

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About this Advisor

Elizabeth Bucalo is a financial advisor based in Boston, Massachusetts, working with Amundi Asset Management Us, Inc. Elizabeth has previously held a position at Pioneer Funds Distributor, Inc. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Elizabeth is part of Amundi Asset Management Us, Inc, which operates out of Boston, Massachusetts. The firm has 1 office and 373 employees. The firm manages assets totaling $99.7 billion and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Amundi Asset Management Us, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

60 State Street
Boston, MA 02109-1820

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Amundi Asset Management Us, Inc Brokerage Details

Total Assets Under Management

$99,749,369,030

MA Average: $16,012,751,954
Total Number of Employees

373

MA Average: 118
Total Number of Accounts

260

MA Average: 4,567
Average Account Size

$383,651,419

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Elizabeth Bucalo Work History

2007 - Present (17 years)

Pioneer Funds Distributor, Inc

Disclosures

Please visit the SEC profile of Elizabeth Bucalo 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 Amundi Asset Management Us, Inc

Daniel Nobile
Boston, MA
Michael Botte
Boston, MA
Michael Tran
Boston, MA
Ryan Creagh
Boston, MA
Patrick Earley
Boston, MA
Brian Lomedico
Boston, MA
Michael O'Connor
Boston, MA
Stephen Casaccia
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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