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AM

Andrea L. Masucci

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CRD#: 5624544
AM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrea Lee Masucci, who also goes by Andrea Masucci, Andrea L. Ventola, Andrea Ventola, Andrea Watson, was a registered financial professional .

Andrea is a previously registered financial professional and started their career in finance in 2008. Andrea had worked at 3 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrea Masucci | Andrea L. Ventola | Andrea Ventola | Andrea Watson

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 5, 2020 - January 28, 2021

SALING, SIMMS, ASSOCIATES INC.

RIA
CRD#: 119810
COLUMBUS, OH
Past

February 2, 2016 - July 19, 2019

HAMILTON CAPITAL

RIA
CRD#: 109116
Columbus, OH
Past

December 23, 2008 - January 16, 2014

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/19/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


SS
SALING, SIMMS, ASSOCIATES INC.
SALING, SIMMS, ASSOCIATES INC.

CRD#: 119810 / SEC#: 801-80114

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Contact information


Main Address
7965 N. High St. Suite 130, Columbus, OH 43235
Mailing Address
Phone number
(614) 841-1881
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts1,152
AUM (Assets Under Management)$ 296,736,928

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.

Company Information


SALING, SIMMS, ASSOCIATES INC.

CRD#: 119810

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