Alixandria
Tucci

Facet

CRD#6166721
Investment Advisor
in Charlotte, NC

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About this Advisor

Alixandria Tucci is a financial advisor based in Charlotte, North Carolina, working with Facet. Alixandria has previously held positions at Vanguard, Nova Southeastern University, UBS Financial Services, Queen City Pet Sitting, NC YMCA, Facet Wealth, and as a student. Alixandria has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Alixandria is part of Facet, which operates out of Charlotte, North Carolina. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Charlotte, NC

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Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

NC Average: $6,889,882,315
Total Number of Employees

234

NC Average: 45
Total Number of Accounts

24,977

NC Average: 765
Average Account Size

$101,880

NC Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Alixandria Tucci Work History

2020 - Present (4 years)

Facet Wealth

2016 - 2022 (6 years)

Queen City Pet Sitting

2016 - 2017 (1 year)

Nc Ymca

2015 - 2020 (5 years)

Vanguard

2014 - 2014 (< 1 year)

Ubs Financial Services

2011 - 2015 (4 years)

Nova Southeastern University

2011 - 2015 (4 years)

Student

Disclosures

Please visit the SEC profile of Alixandria Tucci 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 Facet

Matthew Farrell
Baltimore, MD
Jordan Gilberti
Baltimore, MD
Emmett Stewart
Baltimore, MD
Chase Grundy
Baltimore, MD
Robert Dillon
Baltimore, MD
Keenan Casey
Baltimore, MD
Ashley Morris
Moseley, VA
Edward Jurgielewicz
Baltimore, MD

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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