FT
Franco Tucciarelli Herrera
PRECISE INVESTMENT MANAGEMENT
Miami, FL 33131
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CRD#: 6833618
FT
Professional summary
Franco Tucciarelli Herrera, who also goes by Franco Tucciarelli, is a registered financial advisor currently at PRECISE INVESTMENT MANAGEMENT, INC. located in Miami, Florida and INSIGHT SECURITIES, INC. located in Miami, Florida.
Franco is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Franco has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Franco Tucciarelli
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.
1.GWM Partners Holdings, LLC located at 777 Brickell Ave 5th Floor, Miami, FL 33133, This is a DBA company that pays expenses of the office space. Not Investment Related, Spends 5 hours per month on this activity, start date 06/2018. 2) Global Distribution Partners LLC located at 777 Brickell Ave, 5th Floor Miami, FL 33131 Role: Coordinates distribution of funds with wholesalers in Latin America, managing relationships between wholesalers and asset managers. Institutional business. Spends 6 hours per month investment related, start date: 12/2024
CRS (Client Relationship Summary) - RIA
Click below to view Franco Tucciarelli Herrera'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
December 16, 2024 - Present
PRECISE INVESTMENT MANAGEMENT, INC.
Office #1: 777 Brickel 5th Floor, Miami, FL, 33131RIA
CRD#: 282557
Miami, FL
Current
January 15, 2019 - Present
INSIGHT SECURITIES, INC.
Office #1: 777 Brickell Ave. 5th Floor, Miami, FL 33131RIA
BD
CRD#: 5611
Miami, FL
Current
February 19, 2025 - Present
FIRST SOUTHERN, LLC
Office #1: 777 Brickell Ave Suite 530, Miami, FL 33131BD
CRD#: 282756
Miami, FL
Past
February 2, 2024 - May 8, 2024
PRIVATE PORTFOLIO, INC.
BD
CRD#: 36644
LA JOLLA, CA
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".
PI
PRECISE INVESTMENT MANAGEMENT, INC.
PRECISE INVESTMENT MANAGEMENT, INC. | PRECISE MANAGEMENT, INC.
CRD#: 282557 / SEC#: 801-124750
RIA
Registered Investment Advisory firm - (4/25/2022 Approved)Arizona
Registered Investment Advisory firm - (8/2/2022 Terminated)California
Registered Investment Advisory firm - (9/1/2022 Terminated)Illinois
Registered Investment Advisory firm - (8/2/2022 Terminated)Nevada
Registered Investment Advisory firm - (9/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)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
Florida(1/16/2019)
IAR
Florida(12/16/2024)
RR
Massachusetts(2/19/2025)
RR
New York(7/7/2025)
RR
Washington(2/19/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PI
PRECISE INVESTMENT MANAGEMENT, INC.
PRECISE INVESTMENT MANAGEMENT, INC. | PRECISE MANAGEMENT, INC.
CRD#: 282557 / SEC#: 801-124750
RIA
Registered Investment Advisory firm - (4/25/2022 Approved)Arizona
Registered Investment Advisory firm - (8/2/2022 Terminated)California
Registered Investment Advisory firm - (9/1/2022 Terminated)Illinois
Registered Investment Advisory firm - (8/2/2022 Terminated)Nevada
Registered Investment Advisory firm - (9/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Central Ave Suite 293, Highland Park, IL 60035
Mailing Address
Phone number
(702) 906-0940
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 186,316,022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PRECISE INVESTMENT MANAGEMENT, INC.
CRD#: 282557Miami, FL 33131TRUST BUT VERIFY
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