John H. Iannucci

ILG PRIVATE WEALTH

Mcmurray, PA 15317

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CRD#: 2648157

Professional summary

John Howard Iannucci is a registered financial advisor currently at ILG PRIVATE WEALTH, INC. located in Mcmurray, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mr. Iannucci provides legal services through the Iannucci Law Group, a law firm which he founded in 1996. His provides legal services in the same location as ILGPW. The number of hours devoted to the practice of law by Mr. Iannucci is not substantial, relative to his investment and insurance activities. Mr. Iannucci is also a licensed insurance agent with various life insurance companies directly, through a producer's group or an insurance marketing organization. He provides these insurance services and products in the same location as ILGPW. The number of hours devoted to the practice of law by Mr. Iannucci is approximately 80 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Howard Iannucci'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

March 28, 2018 - Present

ILG PRIVATE WEALTH, INC.

Office #1: 157 Waterdam Road Suite 270, Mcmurray, PA 15317Office #2: 607 Celebration Ave, Celebration, FL 34747

RIA

CRD#: 292267

Mcmurray, PA

Past

March 29, 2016 - April 19, 2018

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Canonsburg, PA

Past

October 30, 1995 - October 17, 1996

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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

Florida
(2/1/2019)

IAR

Ohio
(8/30/2018)

IAR

Pennsylvania
(3/28/2018)

IAR

Texas
(9/27/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/26/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/26/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ILG PRIVATE WEALTH, INC.

CRD#: 292267 / SEC#:

Florida

Registered Investment Advisory firm - (2/1/2019 Approved)

Indiana

Registered Investment Advisory firm - (3/4/2025 Terminated)

Maryland

Registered Investment Advisory firm - (10/12/2018 Terminated)

Ohio

Registered Investment Advisory firm - (8/30/2018 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/28/2018 Approved)

South Carolina

Registered Investment Advisory firm - (5/30/2023 Terminated)

Texas

Registered Investment Advisory firm - (9/24/2018 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

157 Waterdam Road Suite 270, Mcmurray, PA 15317

Mailing Address

Phone number

(724) 228-9910

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	141
AUM (Assets Under Management)	$ 46,497,753

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John H. Iannucci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Howard Iannucci's CRS (Customer Relationship Summary).

Certified licenses

Experience

ILG PRIVATE WEALTH, INC.

HORTER INVESTMENT MANAGEMENT, LLC

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 63

Date: 10/26/1995

Series 6

Date: 10/26/1995

Current Firm

ILG PRIVATE WEALTH, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ILG PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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