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Taylor Jason Fucci

Heritage Investors Management Corp

Bethesda, MD

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Current Employers
Heritage Investors Management Corp

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-08-28
TX RA APPROVED 2026-08-28
  • MD RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-28

Branch Locations

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878 • 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
Heritage Investors Management Corporation Bethesda MD 08/2026 Present
Wells Fargo New York NY 06/2025 08/2025
Bny Mellon Boston MA 03/2020 06/2024
State Street Boston MA 10/2018 02/2020
State Street Boston MA 08/2016 10/2018
Cornell University Ithaca NY 08/2024 05/2026
  • 08/2026 → Present
    Heritage Investors Management Corporation
    Bethesda, MD
  • 06/2025 → 08/2025
    Wells Fargo
    New York, NY
  • 03/2020 → 06/2024
    Bny Mellon
    Boston, MA
  • 10/2018 → 02/2020
    State Street
    Boston, MA
  • 08/2016 → 10/2018
    State Street
    Boston, MA
  • 08/2024 → 05/2026
    Cornell University
    Ithaca, NY
Designations

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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