Keith
Cuomo
Dunbar Associates, LLC
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About this Advisor
Keith Cuomo is a financial advisor based in Monroe, Connecticut, working with Dunbar Associates, LLC. Keith has previously held positions at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, and Dunbar Associates, LLC. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Keith is part of Dunbar Associates, LLC, which operates out of Monroe, Connecticut. The firm has 3 employees and manages assets totaling $213.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Dunbar Associates, LLC includes asset-based and fixed fees.
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Dunbar Associates, LLC Brokerage Details
$213,240,000
3
452
$471,770
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Keith Cuomo Work History
Dunbar Associates, LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
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
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