Mark Anthony Bucciere

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2010 → 11/2019
  Pnc Capital Advisors, Llc
  Richfield, OH
• 05/2010 → 11/2019
  Pnc Funds Distributor Llc
  Richfield, OH
• 03/2021 → Present
  Planmember Securities Corp
  Carpinteria, CA
• 11/2019 → 03/2021
  Na - Unemployed
  Westerville, OH

Previous Registrations

• 2011-09-21 → 2019-11-18
  Pnc Capital Advisors Llc
  Cleveland, OH
• 2010-04-13 → 2010-04-14
  Lpl Financial Llc
  Cadillac, MI
  Flint, MI
  San Diego, CA
  Bloomfield Hills, MI
  Flint, MI
• 2003-03-05 → 2004-01-27
  Banc One Securities Corporation
  Akron, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-03-18
• S65 Uniform Investment Adviser Law Examination
  2010-02-27