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Joan M Guccione

Value Investment Professionals, LLC

New York, NY

Shelton, CT

CRD 2684031

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Employer firm

Value Investment Professionals, LLC CRD 164704

$247M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • FINANCIAL CONSULTING

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

Current Employers
Value Investment Professionals, Llc

125 Park Avenue 25Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-11-24
TX RA APPROVED 2024-01-10
CT RA APPROVED 2023-12-04
  • LA RA
    APPROVED
    Since 2025-11-24
  • TX RA
    APPROVED
    Since 2024-01-10
  • CT RA
    APPROVED
    Since 2023-12-04

Branch Locations

125 Park Avenue 25Th Floor, New York, NY 10017 • United States

Shelton, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fleetwood Asset Management Ltd. Milford CT 07/2004 12/2023
Value Investment Professionals, Llc New York NY 11/2023 Present
Previous Registrations
  • 2004-08-18 → 2023-12-31
    Fleetwood Asset Management Ltd.
    Milford, CT
  • 2002-08-21 → 2004-10-19
    Resnick Advisors
    Westport, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-05
  • S65 Uniform Investment Adviser Law Examination
    1996-01-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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