Charles
Vercellone

Spc

CRD#1310964
Investment Advisor
in Troy, MI

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About this Advisor

Charles Vercellone is a chartered financial consultant working out of Troy, Michigan with 16 years of relevant experience. Vercellone works at Spc. Vercellone has gained experience at Sigma Financial Corporation, Sigma Planning Corp and Wealth Strategies Group, LLC. Vercellone has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, Georgia, Indiana, Michigan, New York and Ohio. Spc is a company that has its headquarters in Ann Arbor, MI. It has offices in 426 locations and a total of 610 employees. It controls $6 billion in assets among its 34,594 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 34,594 client accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets. Spc provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees billed by Spc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

200 East Big Beaver
Troy, MI 48083

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Charles Vercellone Work History

Charles has been registered as a financial advisor for 16 years.*

2004 - Present (20 years)

Wealth Strategies Group, LLC

1999 - Present (25 years)

Sigma Financial Corporation

1999 - Present (25 years)

Sigma Planning Corp

*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 Charles Vercellone 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 Spc

Kevin Howard
Novi, MI
Jeremy Fortin
Englewood, CO
Karen Meacham
Victoria, TX
Patrick Shope
Ann Arbor, MI
Ching Po Wang
Troy, MI
Chad Hyllested
Colorado Springs, CO
Mikel Rosenberry
Fort Lauderdale, FL
Richard Colleoni
Mansfield, TX

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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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.

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