Joseph
Polychronis

Tucker Asset Management LLC

CRD#7820641
Investment Advisor
in Rochester, NH

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About this Advisor

Joseph Polychronis is a financial advisor based in Rochester, New Hampshire, working with Tucker Asset Management LLC. Joseph has previously held positions at Polychronis Financial Services, Tucker Asset Management LLC, Bennys Big Time Pizzeria, Sprint, Fat Bellys Bar And Grill, Wentworth Greenhouses Inc, Travel Abroad, Sonora Cocina Mexicana, Sovereign Remedies, and Natures Way Market. Joseph has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire. Currently, Joseph is part of Tucker Asset Management LLC, which operates out of Rochester, New Hampshire. The firm has 57 offices and 82 employees. The firm manages assets totaling $476.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tucker Asset Management LLC includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

60 Rochester Hill Road
Rochester, NH 03867

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$476,481,402

NH Average: $2,349,664,866
Total Number of Employees

82

NH Average: 28
Total Number of Accounts

6,427

NH Average: 1,101
Average Account Size

$74,137

NH Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joseph Polychronis Work History

2023 - Present (1 year)

Polychronis Financial Services

2023 - Present (1 year)

Tucker Asset Management LLC

2022 - 2023 (1 year)

Natures Way Market

2021 - 2022 (1 year)

Bennys Big Time Pizzeria

2020 - 2021 (1 year)

Sovereign Remedies

2019 - 2020 (1 year)

Sonora Cocina Mexicana

2018 - 2019 (1 year)

Travel Abroad

2016 - 2019 (3 years)

Fat Bellys Bar And Grill

2014 - 2018 (4 years)

Wentworth Greenhouses Inc

2012 - 2014 (2 years)

Sprint

Disclosures

Please visit the SEC profile of Joseph Polychronis 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 Tucker Asset Management LLC

Justin Miller
Littleton, CO
Darren Petty
Littleton, CO
Kenneth Tumolo
Littleton, CO
Kevin Mccann
Columbus, OH
Leon James
Littleton, CO
Shane Mccann
Missoula, MT
Christopher Wharton
Littleton, CO
Glen Kavanagh
Lehi, UT

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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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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