Robert
Cucchiaro
Summit Wealth And Retirement Partners
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About this Advisor
Robert Cucchiaro is a financial advisor based in San Ramon, California, working with Summit Wealth And Retirement Partners. Robert has previously held positions at Vsr Financial Services, Inc, Vsr Advisory Services, Summit Wealth & Retirement Partners, Mutual Securities, Inc, Summit Tax Planning Dba Data Count Tax & Financial Services, Glg Consulting, and Financial Advisor Field Guide. Robert has passed the Series 66 regulatory exam and is registered to provide services in California, Idaho, Indiana, and Texas. Currently, Robert is part of Summit Wealth And Retirement Partners, which operates out of San Ramon, California. The firm has 3 offices and 10 employees. The firm manages assets totaling $721.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Summit Wealth And Retirement Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth And Retirement Partners Brokerage Details
$721,011,171
10
917
$786,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Cucchiaro Work History
Financial Advisor Field Guide
Mutual Securities, Inc
Summit Tax Planning Dba Data Count Tax & Financial Services
Summit Wealth & Retirement Partners
Glg Consulting
Vsr Financial Services, Inc
Vsr Advisory Services
Disclosures
Please visit the SEC profile of Robert Cucchiaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Wealth And Retirement Partners
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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