Maryanne
Gucciardi
Old Peak Finance
Answer a few questions and
get matched with an advisor.
About this Advisor
Maryanne Gucciardi is a financial advisor working in Chapel Hill, North Carolina with a total of 2 years of relevant experience. Gucciardi is on the advisory team at Old Peak Finance. Throughout their career, Gucciardi has worked at Old Peak Finance and Charles Waban Group, LLC. Gucciardi has a Series 65 license, designating them as an investment advisor representative, and can operate in North Carolina. Old Peak Finance is a financial advisory company operating out of Chapel Hill, NC. The firm has a total of 10 people on staff. It manages $405 million in assets among its 527 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 527 customer accounts, 52% are associated with high-net-worth clients who have more than $1 million in investable assets. Old Peak Finance offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management vary depending on the type of financial services. Fees billed by Old Peak Finance can be comprised of any combination of asset-based and fixed 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.
Old Peak Finance Brokerage Details
$405,331,294
10
527
$769,130
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Maryanne Gucciardi Work History
Maryanne has been registered as a financial advisor for 2 years.*
Old Peak Finance
Charles Waban Group, LLC
*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 Maryanne Gucciardi 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 Old Peak Finance
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
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.
