Paul Vincent Ferrucci

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/1992 → Present
  The Ferrucci Company
  Essex, CT
• 05/2001 → 12/2019
  Commonwealth Financial Network
  Waltham, MA
• 01/2020 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. VINCENT LANE, LLC, HOLDING COMPANY FOR REAL ESTATE PROPERTY RENTED TO FERRUCCI FINANCIAL SERVICES CORPORATION, AS OWNER, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. FERRUCCI FINANCIAL SERVICES CORPORATION DOING BUSINESS AS THE FERRUCCI COMPANY, OWNER OF ENTITY CREATED TO OPERATE SECURITIES BUSINESS, AT BRANCH LOCATION, INVESTMENT RELATED. 3. SELLING FIXED INSURNACE UNDER NAME THE FERRUCCI COMPANY, CONDUCTED AT BRANCH, INVESTMENT RELATED. 4. FERRUCCI FINANCIAL SERVICES 401(K) PSP; TRUSTEE; INVESTMENT RELATED; CONDUCTED AT BRANCH

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-22
• S63 Uniform Securities Agent State Law Examination
  1994-07-18

Other Names

• Paul Ferrucci