Robert Cucchiaro (CRD# 4582239) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 20 years of experience in the finance industry. Robert Cucchiaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Advisor Field Guide | Eagle, ID | Mar 2022 - Current | 2 |
Mutual Securities, Inc. | Eagle, ID | Jul 2016 - Current | 7 |
Summit Tax Planning Dba Data Count Tax & Financial Services | San Ramon, CA | May 2014 - Current | 10 |
Summit Wealth & Retirement Partners | San Ramon, CA | Aug 2012 - Current | 11 |
Glg Consulting | New York, NY | Jun 2018 - Dec 2023 | 5 |
Vsr Financial Services, Inc. | Overland Park, KS | Aug 2012 - Jun 2016 | 3 |
Vsr Advisory Services | Overland Park, KS | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- CA
- ID
- IN
- TX
-
Total Assets Under Management721MILLIONS
-
Total Number of Accounts917ACCOUNTS
-
Average Account Value$786,272
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, FL, ID, IN, NV, NY, OH, OR, TX, WA
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