George
Bellucci
American Portfolios Advisors, Inc
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About this Advisor
George Bellucci is a certified financial planner who works out of Holbrook, New York who has 18 years of industry experience. Bellucci is currently employed by American Portfolios Advisors, Inc. Their career trajectory has included roles at Phoenix Home Life, Hartford Equity Sales Company Inc and American Portfolios Financial Services, Inc. Bellucci has a Series 63 license, qualifying them as a securities agent, and is approved to work in Georgia, New York and Pennsylvania. American Portfolios Advisors, Inc is a registered investment business operating out of Holbrook, NY. The firm has offices in 312 locations and a total of 610 employees. It controls $8 billion in total assets between its 38,533 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 38,533 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually are based on which services are provided. Fee types billed by American Portfolios Advisors, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Portfolios Advisors, Inc Brokerage Details
$8,397,016,000
610
38,533
$217,918
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
George Bellucci Work History
George has been registered as a financial advisor for 18 years.*
American Portfolios Financial Services, Inc
Hartford Equity Sales Company Inc
Phoenix Home Life
*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 George Bellucci 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 American Portfolios Advisors, Inc
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
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.