Alana
Pezzuti
Rmc Investment Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Alana Pezzuti is a financial advisor operating out of Hartford, Connecticut with a total of 4 years of industry experience. Pezzuti is currently employed by Rmc Investment Advisors. The advisor has gained experience at Wells Fargo Advisors, LLC, Wells Fargo Home Mortgage, Wells Fargo Bank, Full- Time Education- Drew University, Wells Fargo Clearing Services, LLC and Rmc Investment Advisors. Pezzuti has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Rmc Investment Advisors is a registered investment company that has its headquarters in Hartford, CT. It oversees $852 million in assets under management among its 826 accounts, placing it among the bigger firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 826 accounts, 39% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules depend on the financial services. Fees billed by Rmc Investment Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Rmc Investment Advisors Brokerage Details
$852,064,344
14
826
$1,031,555
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alana Pezzuti Work History
Alana has been registered as a financial advisor for 4 years.*
Rmc Investment Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank
Wells Fargo Home Mortgage
Full- Time Education- Drew University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alana Pezzuti 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 Rmc Investment Advisors
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
