Michael Salvatore Bucceri

Employer firm

Course Management Investment Advisors, LLC CRD 306974

$100M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 03/2020
  Nationwide Investment Services Corporation
  Columbus, OH
• 03/2020 → 05/2022
  Lpl Financial, Llc
  Pinehurst, NC
• 03/2020 → 05/2020
  Lpl Financial Llc
  Pinehurst, NC
• 05/2020 → Present
  Course Management Investment Advisors, Llc
  Pinehurst, NC
• 05/2022 → Present
  Fortress Private Ledger, Llc
  Raleigh, NC

Previous Registrations

• 2020-03-09 → 2020-05-06
  Lpl Financial Llc
  Pinehurst, NC
  Pinehurst, NC
  Fort Mill, SC
• 2003-04-21 → 2004-09-24
  Ifmg Securities, Inc.
  Mahwah, NJ
• 2002-06-21 → 2003-04-02
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

1) May 2020-present: Investment Advisor with Course Management Investment Advisors; 40 hours/week; 30 hours during securities trading 2) Fixed insurance sales 3) Course Management Real Estate Partnership,, LLC ("CMREP"), 50% ownership, office building rental, 2 hours per week, 1 hour per week during trading hours, 4% of annual compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-06
• S63 Uniform Securities Agent State Law Examination
  1989-09-14

Other Names

• Michael S Bucceri