Abigail
Ciucci
Tfo-Tdc, LLC
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About this Advisor
Abigail Ciucci is a financial advisor operating in Granview Heights, Ohio who has 1 year of relevant experience. Ciucci currently works for Tfo-Tdc, LLC. Throughout their career, they have worked at Tfo-Tdc, LLC, Northview High School, Ohio State University, Fifth Third Bank and Jpmorgan Chase. Ciucci has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Ohio and Texas. Tfo-Tdc, LLC is a financial advisory company that has its headquarters in Maumee, OH. It has offices in 10 locations and a total of 56 financial advisors. It controls $3 billion in total assets across its 4,578 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 19 charitable organizations. Of its 4,578 client accounts, 28% are associated with high-net-worth investors who have at least $1 million in investable assets. Tfo-Tdc, LLC offers a number 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 and other services. Fees for financial advice largely vary depending on which service is provided. However, fees billed by Tfo-Tdc, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tfo-Tdc, LLC Brokerage Details
$3,223,537,849
56
4,578
$704,137
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
- Other
Abigail Ciucci Work History
Abigail has been registered as a financial advisor for 1 years.*
Tfo-Tdc, LLC
Jpmorgan Chase
Jpmorgan Chase
Fifth Third Bank
Ohio State University
Northview High School
*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 Abigail Ciucci 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 Tfo-Tdc, LLC
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Granview Heights, OH
Maumee, OH
Maumee, OH
Maumee, OH
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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