Michael
Petrucelli

Us Freedom Capital Advisors LLC

CRD#6339745
Investment Advisor
in Dallas, TX
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About this Advisor

Michael Petrucelli is a financial advisor who lives in Dallas, Texas. Currently a registered investment advisor with Us Freedom Capital Advisors LLC, they have accumulated 10 years of professional experience. Petrucelli holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Petrucelli is able to work with clients based out of Maryland and Texas. During their career, the advisor has held roles at Us Freedom Capital Advisors LLC, Clearpath, Inc, Tobin & Company Securities LLC, Us Freedom Capital, LLC and Pae. Us Freedom Capital Advisors LLC is headquartered in Dallas, Texas. None of the firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

13155 Noel Road, Ste 1700
Dallas, TX 75240

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Us Freedom Capital Advisors LLC Brokerage Details

Total Assets Under Management

$16,500,000

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

13

TX Average: 2,315
Average Account Size

$1,269,231

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Michael Petrucelli Work History

Michael has 10 years of experience.

2015 - Present (4 years)

Us Freedom Capital Advisors LLC

2015 - Present (4 years)

Pae

2014 - Present (5 years)

Tobin & Company Securities LLC

2013 - Present (6 years)

Us Freedom Capital, LLC

2008 - 2014 (6 years)

Clearpath, Inc

Disclosures

Michael Petrucelli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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