Patrick A. Tucci

FOREFRONT ANALYTICS

W. Conshohocken, PA 19428

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CRD#: 7539312

Professional summary

Patrick Andrew Tucci, CFA is a registered financial advisor currently at FOREFRONT ANALYTICS, LLC located in W. Conshohocken, Pennsylvania.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Patrick has worked at 2 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Andrew Tucci's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

May 4, 2022 - Present

FOREFRONT ANALYTICS, LLC

Office #1: One Tower Bridge 100 Front Street, Suite 1111, W. Conshohocken, PA 19428

RIA

CRD#: 153016

W. Conshohocken, PA

Past

May 4, 2022 - December 31, 2023

GKFO, LLC

RIA

CRD#: 151138

W. CONSHOHOCKEN, PA

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".

FOREFRONT ANALYTICS, LLC

CRD#: 153016 / SEC#: 801-71469

RIA

Registered Investment Advisory firm - (6/3/2010 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/4/2022)

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

Current Firm

FOREFRONT ANALYTICS, LLC

CRD#: 153016 / SEC#: 801-71469

RIA

Registered Investment Advisory firm - (6/3/2010 Approved)

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Contact information

Main Address

One Tower Bridge 100 Front Street, Suite 1111, W. Conshohocken, PA 19428

Mailing Address

Phone number

(610) 341-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOREFRONT ANALYTICS, LLC DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 572,988,609

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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Patrick A. Tucci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Andrew Tucci's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOREFRONT ANALYTICS, LLC

GKFO, LLC

Primary Firm SEC Registration

FOREFRONT ANALYTICS, LLC

State Registrations and Notice Filings

Exams

Current Firm

FOREFRONT ANALYTICS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOREFRONT ANALYTICS, LLC

TRUST BUT VERIFY

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