Richard
Boccaccio
On Investment Management Co
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About this Advisor
Richard Boccaccio is a financial advisor based in Old Lyme, Connecticut, working with On Investment Management Co. Richard has previously held positions at Boccaccio & Associates, Guardian Life Insurance Co. Of America, Ohio National Financial Services, and The On Equity Sales Company. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Richard is part of On Investment Management Co, which operates out of Old Lyme, Connecticut. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Richard Boccaccio Work History
The On Equity Sales Company
Ohio National Financial Services
Guardian Life Insurance Co. Of America
Boccaccio & Associates
Disclosures
Please visit the SEC profile of Richard Boccaccio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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