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Carlos Menicucci, financial advisor Prosper TX

Carlos Menicucci

CRD Number: 6308217
Current Firm: Cambridge Investment Research Advisors, Inc.

Carlos Menicucci (CRD# 6308217) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Prosper, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2019 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA Feb 2019 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano, TX Oct 2017 - Feb 2019 1
Bank Of America, N.a. Plano, TX Oct 2017 - Feb 2019 1
Td Ameritrade Fort Worth, TX Jan 2017 - Oct 2017 < 1
Unemployed Prosper, TX Oct 2016 - Dec 2016 < 1
Us Dept Of Justice Yazoo City, MS Jul 2016 - Oct 2016 < 1
Unemployed Prosper, TX Apr 2016 - Jun 2016 < 1
Cuso Financial Services, LP San Diego, CA Oct 2015 - Apr 2016 < 1
Td Ameritrade Fort Worth, TX Mar 2014 - Oct 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
S63 Uniform Securities State Law Examination Apr 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Carlos Menicucci
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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