Financial AdvisoryWealth ManagementActive

Ucci Partners Wealth Management

Philip Ucci III, Principal

Ucci Partners Wealth Management LLC is a financial advisory practice based in Milford, Connecticut, led by Philip Ucci III. The business operates under the Raymond James umbrella as part of Sound Financial Partners, as indicated by the advisor's bio on the Raymond James website. The LLC's principal address at 25 High St, Milford, CT matches the filing record, and the firm provides wealth management services to clients.

Filed October 20, 2025 · Milford, CT · New Haven County

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Source

Connecticut Secretary of the State (business.ct.gov) · Entity 3308789

Search the registry for 3308789 ›JSON record ›

About Ucci Partners Wealth Management

Ucci Partners Wealth Management is a financial advisory business (LLC) registered on October 20, 2025 with the Connecticut Division of Corporations. The business is located in Milford, Connecticut 06460-4765. New Haven County is its county of record. The record lists Philip Ucci III as Principal.

One of 63 new businesses registered in Milford in October 2025, and the only financial advisory business registered there that month.

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Filing Details

Entity NameUcci Partners Wealth Management LLC
Entity TypeLLC
Entity Number3308789
Filing DateOctober 20, 2025
Principal AddressLocked
City / State / ZipMilford, CT 06460-4765
CountyNew Haven
TimezoneEastern (ET)
EIN on FileNo

Officers / Authorized Persons

P
Philip Ucci III
Principal
Address locked

Frequently Asked Questions

When was Ucci Partners Wealth Management registered?

Ucci Partners Wealth Management was registered as LLC on October 20, 2025 in Connecticut.

Where is Ucci Partners Wealth Management located?

Ucci Partners Wealth Management is based in Milford, CT, 06460-4765, in New Haven County.

What type of business is Ucci Partners Wealth Management?

Ucci Partners Wealth Management is classified as a financial advisory business (wealth management).

Does Ucci Partners Wealth Management have an EIN on file?

No EIN was found on file for Ucci Partners Wealth Management at the time of registration.

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