Stefanie BucchieriCRD Number: 5044511
Current Firm: Rbc Capital Markets, LLC
Stefanie Bucchieri (CRD# 5044511) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Farmington, CT and has over 13 years of experience in the finance industry.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Rbc Capital Markets, LLC||Hartford, CT||Mar 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management146,593MILLIONS
Total Number of Accounts350,883ACCOUNTS
Average Account Value$417,783
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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