Ronald J. Iannucci
Professional summary
Ronald John Iannucci SR, CFP®, who also goes by Ronald John Iannucci, is a registered financial advisor currently at RONALD J. IANNUCCI CFP located in Woodbury, Connecticut.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Ronald has worked at 6 firms and has passed the Series 65, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald John Iannucci SR's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2019 - Present
RONALD J. IANNUCCI CFP
Office #1: 47 Sherman Hill Road Suite B204, Woodbury, CT 06798March 17, 2004 - December 31, 2018
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
May 25, 1999 - August 4, 2004
APW CAPITAL, INC.
April 22, 1999 - March 19, 2012
APW CAPITAL, INC.
December 17, 1991 - April 30, 1999
POLARIS FINANCIAL SERVICES, INC.
May 10, 1988 - January 14, 1992
NATHAN & LEWIS SECURITIES, INC.
November 26, 1985 - May 17, 1988
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2019)
Exams
Current Firm
RONALD J. IANNUCCI CFP
CRD#: 298181 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 3,100,000 |
Red Flags
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Company Information
RONALD J. IANNUCCI CFP
CRD#: 298181Woodbury, CT 06798TRUST BUT VERIFY
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