Joseph Zuccaro, financial advisor Birmingham MI
90 score

Joseph Zuccaro

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
R.h. Bluestein & Company Birmingham, MI May 2012 - Current 4
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
Contact Info for Joseph A. Zuccaro
Phone Number: 248-646-4000
Firm Website: https://www.rhbco.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,751
    MILLIONS
  • Total Number of Accounts
    1,350
    ACCOUNTS
  • Average Account Value
    $2,037,707
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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