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Daniel Massucci

Advisor at FCIG Wealth Management, LLC

Updated today

Location

Plainfield, CT 06374

Credentials

Series 65

Industry experience

< 1 year

About

Daniel Massucci is a Series 65-licensed advisor at FCIG Wealth Management, LLC with experience dating back to 2010 through his work with Massucci & Associates, LLC. He has held roles at various firms including Isoplexis, AtlasXomics, and Spatomics. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management offers advisory services to individuals, high-net-worth clients, and businesses, primarily through a selection-of-other-advisers model combined with financial planning. The firm emphasizes third-party manager recommendations based on due diligence and applies Modern Portfolio Theory alongside a long-term trading approach.

Client services

Based on FCIG Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on FCIG Wealth Management, LLC

Private / alternative investments Options & derivatives strategies Tax-loss harvesting

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Fee options

Fixed

$500 to $10,000 depending on complexity for stand-alone financial planning services (may be waived if plan is implemented through FWML)

Percentage

Up to 2% annually (negotiable, includes sub-advisor fees)

Location

94 Norwich Road

Plainfield, CT 06374

Most active in

Connecticut

Work history

FCIG Wealth Management, LLC

2026 - Present (1 year)

Spatomics

2024 - Present (2 years)

AtlasXomics

2022 - Present (4 years)

Isoplexis

2017 - 2022 (5 years)

Massucci & Associates, LLC

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Active portfolio management
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Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Massucci is a CFP® with 25 years of industry experience, currently serving at FCIG Wealth Management, LLC. He is the owner of Massucci & Associates, LLC, a private entity providing business consulting services, and also works as a CPA for FCIG Global to facilitate accounting services. Additionally, he serves as a trustee and executor in a non-client capacity. FCIG Wealth Management offers advisory services to individuals, high-net-worth clients, and business entities, primarily through a selection-of-other-advisers model combined with financial planning. The firm emphasizes the use of third-party managers following Modern Portfolio Theory and maintains a distinct service approach that excludes wrap fee programs and proxy voting authority.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Matthew S

CFP®

Sterling, CT

Axis Wealth Partners, LLC

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Debt management Founder/Business Owner Retired Mid-Career Professionals Approaching retirement
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Daniel D

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with a Series 65 designation and over eight years of experience in the financial services industry. His prior roles include positions at PwC, Marcum Wealth, LLC, and Massucci & Associates, LLC. FCIG Wealth Management provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a delegated investment model by appointing sub-advisors to manage portfolios based on documented client objectives, risk tolerance, and time horizon.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Ryan B

Series 63, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of his advisory role, Bouchard is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management provides advisory services to individuals, high-net-worth clients, and business entities, primarily through a selection-of-other-advisers model combined with financial planning. The firm prepares Investment Policy Statements, employs Modern Portfolio Theory, and recommends third-party managers after due diligence, with most client assets managed externally and reviewed quarterly.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Christopher R

Series 66

Moosup, CT

StoneX Advisors Inc.

Christopher Rusaw is a financial advisor with StoneX Advisors Inc. and holds the Series 66 designation. He has one year of experience in the financial industry and has been with StoneX Advisors since 2024. Outside of his advisory role, he teaches 8th grade Early American History and leads an afterschool club focused on basic financial and economic principles at the Plainfield Board of Education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services through both independent advisors and an in-house Private Client Group. The firm uses a variety of investment platforms and managers to implement strategies tailored to client needs.

ESG / Sustainable investing
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