EB
Elizabeth Bucalo
F/M INVESTMENTS
Boston, MA 02199
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CRD#: 5371607
EB
Professional summary
Elizabeth Bucalo, who also goes by Elizabeth Anne Bucalo, Elizabeth Anne Burke, is a registered financial advisor currently at F/M INVESTMENTS LLC located in Boston, Massachusetts and FNEX CAPITAL, LLC located in Boston, Massachusetts.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Elizabeth has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Anne Bucalo | Elizabeth Anne Burke
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 Elizabeth Bucalo'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®
NoneExperience
Current
March 16, 2026 - Present
F/M INVESTMENTS LLC
Office #1: 111 Huntington Ave 6th Floor, Boston, MA 02199RIA
CRD#: 304405
Boston, MA
Current
June 11, 2025 - Present
FNEX CAPITAL, LLC
Office #1: 111 Huntington Ave 6th Floor, Boston, MA 02199BD
CRD#: 166316
Boston, MA
Past
January 4, 2021 - April 25, 2025
AMUNDI ASSET MANAGEMENT US, INC.
RIA
CRD#: 107719
BOSTON, MA
Past
November 5, 2008 - December 31, 2020
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.
RIA
CRD#: 138756
BOSTON, MA
Past
October 3, 2007 - April 16, 2025
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FI
F/M INVESTMENTS LLC
F/M INVESTMENTS LLC | OAKHURST CAPITAL ADVISORS LLC | NORTH SLOPE CAPITAL LLC | INTEGRATED ALPHA INVESTMENTS LLC | GENOA ASSET MANAGEMENT LLC
CRD#: 304405 / SEC#: 801-116853
RIA
Registered Investment Advisory firm - (6/28/2019 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/24/2025)
RR
Alaska(6/24/2025)
RR
Arizona(6/24/2025)
RR
Arkansas(6/24/2025)
RR
California(6/24/2025)
RR
Colorado(6/24/2025)
RR
Connecticut(6/24/2025)
RR
Delaware(6/24/2025)
RR
District of Columbia(6/24/2025)
RR
Florida(6/24/2025)
RR
Georgia(6/24/2025)
RR
Hawaii(6/24/2025)
RR
Idaho(6/24/2025)
RR
Illinois(6/24/2025)
RR
Indiana(6/24/2025)
RR
Iowa(6/24/2025)
RR
Kansas(6/24/2025)
RR
Kentucky(6/24/2025)
RR
Louisiana(6/24/2025)
RR
Maine(6/24/2025)
RR
Maryland(6/24/2025)
RR
Massachusetts(6/11/2025)
IAR
Massachusetts(3/16/2026)
RR
Michigan(6/24/2025)
RR
Minnesota(6/24/2025)
RR
Mississippi(6/24/2025)
RR
Missouri(6/24/2025)
RR
Montana(6/24/2025)
RR
Nebraska(6/24/2025)
RR
Nevada(6/24/2025)
RR
New Hampshire(6/24/2025)
RR
New Jersey(6/24/2025)
RR
New Mexico(6/24/2025)
RR
New York(6/24/2025)
RR
North Carolina(6/24/2025)
RR
North Dakota(6/24/2025)
RR
Ohio(6/24/2025)
RR
Oklahoma(6/24/2025)
RR
Oregon(6/24/2025)
RR
Pennsylvania(6/24/2025)
RR
Rhode Island(6/24/2025)
RR
South Carolina(6/24/2025)
RR
South Dakota(6/24/2025)
RR
Tennessee(6/24/2025)
RR
Texas(6/24/2025)
RR
Utah(6/24/2025)
RR
Vermont(6/24/2025)
RR
Virginia(6/24/2025)
RR
Washington(6/24/2025)
RR
West Virginia(6/24/2025)
RR
Wisconsin(6/24/2025)
RR
Wyoming(6/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FI
F/M INVESTMENTS LLC
F/M INVESTMENTS LLC | OAKHURST CAPITAL ADVISORS LLC | NORTH SLOPE CAPITAL LLC | INTEGRATED ALPHA INVESTMENTS LLC | GENOA ASSET MANAGEMENT LLC
CRD#: 304405 / SEC#: 801-116853
RIA
Registered Investment Advisory firm - (6/28/2019 Approved)PREMIUM
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Contact information
Main Address
3050 K. St Nw Suite 201, Washington, DC 20007
Mailing Address
Phone number
(202) 839-4910
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,480 |
| AUM (Assets Under Management) | $ 16,899,434,237 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
F/M INVESTMENTS LLC
CRD#: 304405Boston, MA 02199TRUST BUT VERIFY
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