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COLUCCI WEALTH ADVISORY GROUP, LLC — SBA Loan Record (Bay Shore, NY) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NY

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SBA lending record

COLUCCI WEALTH ADVISORY GROUP, LLC

6 WARWICK LN, Bay Shore, NY 11706 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$350K

Total SBA financing

1

Loan on record

FY2026

On record

6

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is COLUCCI WEALTH ADVISORY GROUP, LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$350,000 — FY2026

Gross approval: $350,000
SBA guaranteed: $245,000 (70%)
Status: Committed
Rate at approval: 9.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/18/2026
Collateral: Required
Jobs supported: 6
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Readycap Lending, LLC
Address: 6 WARWICK LN
City: Bay Shore, 11706
County: Suffolk
SBA district office: MELVILLE BRANCH OFFICE
Congressional district: 1

The lender

Readycap Lending, LLC

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding portfolio management and investment advice — by location, industry.

SBA lenders in New York Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in New York

Similar businesses

Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

A.C.C.A., Inc.

Melville, NY· ~9 mi

Portfolio Management and Investment Advice

$400K
SBA financing: ≈ $784K–$1.3M
Est. revenue (rough)

Techne Planning`LLC

Levittown, NY· ~14 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Ricardo Betancourt

Franklin Square, NY· ~21 mi

Portfolio Management and Investment Advice

$625K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

SAVVY LABS, LLC

New York, NY· ~38 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Monkeybean, LLC

Pleasantville, NY· ~39 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Watts Capital Partners LLC

New York, NY· ~38 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for COLUCCI WEALTH ADVISORY GROUP, LLC in Bay Shore, NY (Portfolio Management and Investment Advice). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $350K
On record FY2026
6 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Bay Shore, NY
Lender: Readycap Lending, LLC

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in NY for ~$350k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/colucci-wealth-advisory-group-llc-ny
API:: https://dealroom.so/api/public/businesses/colucci-wealth-advisory-group-llc-ny
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is COLUCCI WEALTH ADVISORY GROUP, LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with COLUCCI WEALTH ADVISORY GROUP, LLC.