RF

Richard J. Fucillo

COMMENDA CAPITAL ADVISORS
CAMBRIDGE, MA 02141
Some features on this profile are disabled
CRD#: 1484347
RF

Professional summary


Richard Joseph Fucillo, who also goes by Richard Fucillo, is a registered financial advisor currently at COMMENDA CAPITAL ADVISORS located in Cambridge, Massachusetts.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Richard has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Richard Fucillo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Richard Joseph Fucillo's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 27, 2022 - Present

COMMENDA CAPITAL ADVISORS

Office #1: 599 Cambridge St. Suite C-2, Cambridge, MA 02141
RIA
CRD#: 318293
CAMBRIDGE, MA
Past

August 18, 2016 - December 31, 2019

GWN SECURITIES INC.

RIA
CRD#: 128929
Cambridge, MA
Past

March 2, 2015 - December 31, 2019

GWN SECURITIES INC.

BD
CRD#: 128929
Cambridge, MA
Past

November 16, 2012 - April 1, 2015

LIBERTY TREE ADVISORS, LLC

BD
CRD#: 143679
ACTON, MA
Past

April 29, 2011 - February 10, 2012

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
WINTHROP, MA
Past

April 2, 2007 - May 11, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WELLESLEY, MA
Past

April 14, 1986 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 14, 1986 - May 11, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WELLESLEY, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(4/27/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/21/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
COMMENDA CAPITAL ADVISORS
COMMENDA CAPITAL ADVISORS | RICHARD J. FUCILLO | COMMENDA CAPITAL ADVISORS LLC

CRD#: 318293 / SEC#:

Massachusetts
Registered Investment Advisory firm - (4/27/2022 Approved)
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Contact information


Main Address
599 Cambridge St Suite C-2, Cambridge, MA 02141
Mailing Address
Phone number
888-662-7037 EXT. 701
Established
Firm type
Fiscal year end
# of Employees
1
0

Red Flags


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Company Information


COMMENDA CAPITAL ADVISORS

CRD#: 318293Cambridge, MA 02141

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