Paul
Furcinito
Florek Financial, LLC
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About this Advisor
Paul Furcinito is a financial advisor who works in Duxbury, Massachusetts with 12 years of relevant experience. Furcinito is an employee of Florek Financial, LLC. They have been with Florek Financial, Llc for their total career. Furcinito has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Florek Financial, LLC is an advisory firm operating out of Duxbury, MA. It oversees $351 million in total assets across its 514 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 514 client accounts, 77% are associated with high-net-worth clients who have at least $1 million in assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely are based on the type of financial services offered. However, fees billed by Florek Financial, LLC most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Florek Financial, LLC Brokerage Details
$351,007,000
2
514
$682,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Furcinito Work History
Paul has been registered as a financial advisor for 12 years.*
Florek Financial, 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 Paul Furcinito 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 Florek Financial, LLC
Duxbury, MA
Duxbury, MA
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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