Joseph ZuccaroCRD Number: 5947068
Current Firm: R H Bluestein & Co
Joseph Zuccaro (CRD# 5947068) is an Investment Advisor Representative working at R H Bluestein & Co in Birmingham, MI and has over 5 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|R.h. Bluestein & Company||Birmingham, MI||May 2012 - Current||5|
|Blackford Capital||Grand Rapids, MI||Sep 2011 - Apr 2012||< 1|
|Grand Valley State University||Allendale, MI||Aug 2008 - Apr 2012||3|
|Hantz Group||Southfield, MI||Jun 2011 - Aug 2011||< 1|
|Merrill Lynch||Clinton Township, MI||May 2011 - Jun 2011||< 1|
|Grand Valley State University||Allendale, MI||Sep 2010 - Apr 2011||< 1|
|Zuccaro Banquets||Chesterfield, MI||Apr 2005 - Jul 2010||5|
|Jets Pizza||Walker, MI||Sep 2009 - Apr 2010||< 1|
|De La Salle Collegiate||Warrren, MI||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management2,751MILLIONS
Total Number of Accounts1,350ACCOUNTS
Average Account Value$2,037,707
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MS, NJ, NV, NY, OH, PA, TX, WA, WI
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