Jeffrey
Mucciarone
Peak Wealth Solutions
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About this Advisor
Jeffrey Mucciarone is a financial advisor based in Cleveland, Ohio, working with Peak Wealth Solutions. Jeffrey has previously held positions at Firstmerit Bank, N.A, Lpl Financial LLC, The Huntington Investment Company, American Portfolios Financial Services, Peak Wealth Solutions, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Jeffrey is part of Peak Wealth Solutions, which operates out of Cleveland, Ohio. The firm has 11 employees and manages assets totaling $657.8 million. The firm 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, pension consulting services, and educational seminars. The fee structure at Peak Wealth Solutions includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Wealth Solutions Brokerage Details
$657,775,000
11
2,012
$326,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jeffrey Mucciarone Work History
American Portfolios Financial Services
Peak Wealth Solutions
The Huntington Investment Company
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Firstmerit Bank, N.A
Lpl Financial LLC
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
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