Julie
Colucci
Neirg Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Julie Colucci is a certified financial planner who works in Naples, Florida with a total of 2 years of industry experience. Colucci works at Neirg Wealth Management, LLC. Over the course of their career, Colucci has held roles at New England Investment & Retirement Group, Inc, Bts Asset Management and Neirg Wealth Management, LLC. Colucci maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Florida and Massachusetts. Neirg Wealth Management, LLC is a business that has its headquarters in North Andover, MA. The company has offices in two locations and a total of 15 people on staff. It administers $899 million in assets under management across its 2,552 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,552 customer accounts, 22% are held by high-net-worth clients who have greater than $1 million in investable assets. Neirg Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on which service is provided. Fee types charged by Neirg Wealth Management, LLC can include some blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Neirg Wealth Management, LLC Brokerage Details
$899,331,214
15
2,552
$352,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Julie Colucci Work History
Julie has been registered as a financial advisor for 2 years.*
Neirg Wealth Management, LLC
New England Investment & Retirement Group, Inc
Bts Asset Management
*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 Julie Colucci 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 Neirg Wealth Management, LLC
Windham, NH
New Hampton, NH
North Andover, MA
North Andover, MA
North Andover, MA
Naples, FL
Hudson, NH
Arlington, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
