Keith
Cuomo
Dunbar Associates, LLC
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About this Advisor
Keith Cuomo is a financial advisor who works out of Monroe, Connecticut. Cuomo currently works for Dunbar Associates, LLC. The advisor has gained experience at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services, LLC and Dunbar Associates, LLC. Cuomo has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Dunbar Associates, LLC is a registered investment firm based in Monroe, CT. It manages $110 million in total assets across its 177 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 177 accounts, 22% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees largely are based on the type of financial services provided. Fee types charged by Dunbar Associates, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dunbar Associates, LLC Brokerage Details
$109,866,092
2
177
$620,712
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Keith Cuomo Work History
Keith has been registered as a financial advisor for 0 years.*
Dunbar Associates, LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
*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 Keith Cuomo 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 Dunbar Associates, LLC
Monroe, CT
Monroe, 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.
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