Jeffrey
Mucciarone
Peak Wealth Solutions
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About this Advisor
Jeffrey Mucciarone is a financial advisor working in Cleveland, Ohio with 2 years of relevant experience. Mucciarone works at Peak Wealth Solutions. During their career, Mucciarone has held roles at Keybank, Key Investment Services LLC, Firstmerit Bank, N.A, Firstmerit Financial Services, Lpl Financial LLC, The Huntington Investment Company, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, American Portfolios Financial Services and Peak Wealth Solutions. Mucciarone maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Peak Wealth Solutions is a financial advisory company based in Cleveland, OH. It oversees $551 million in total assets across its 1,892 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,892 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors typically vary depending on which services are provided. Fee types billed by Peak Wealth Solutions may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peak Wealth Solutions Brokerage Details
$550,962,000
11
1,892
$291,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jeffrey Mucciarone Work History
Jeffrey has been registered as a financial advisor for 2 years.*
American Portfolios Financial Services
Peak Wealth Solutions
The Huntington Investment Company
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Firstmerit Bank, N.A
Firstmerit Financial Services
Lpl Financial LLC
Keybank
Key Investment Services 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 Jeffrey Mucciarone 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 Peak Wealth Solutions
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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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