Jeff
Minucci

Securities America Advisors, Inc

CRD#4284093
Investment Advisor
in Dallas, TX
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About this Advisor

Jeff Minucci is a certified financial planner based in Dallas, Texas, with 18 years of financial industry experience. Minucci is an employee of Securities America Advisors, Inc. Minucci has gained experience at Fidelity Brokerage Services LLC, Securities America Advisors and Securities America, Inc. Minucci holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Texas. Securities America Advisors, Inc is a company that has its headquarters in Dallas, Texas. The firm has offices in 1,238 locations and a total of 1,875 people on staff. It controls $22 billion in assets under management between its 141,149 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 65 charities and foundations. Of its 141,149 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Securities America Advisors, Inc performs a broad 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. Fees charged by financial advisors largely depend on which services are provided. However, fee types charged by Securities America Advisors, Inc may include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

15770 Dallas Pkwy
Dallas, TX 75248

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$22,171,774,973

TX Average: $1,978,216,465
Total Number of Employees

1,875

TX Average: 226
Total Number of Accounts

141,149

TX Average: 7,467
Average Account Size

$157,081

TX Average: $264,928

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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

Jeff Minucci Work History

Jeff has 18 years of experience.

2016 - Present (3 years)

Securities America Advisors

2016 - Present (3 years)

Securities America, Inc

2000 - 2016 (16 years)

Fidelity Brokerage Services LLC

Disclosures

Jeff Minucci has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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