John Cucarese, financial advisor Steubenville OH

John Cucarese

CRD Number: 4932394
Current Firm: Eagle Strategies LLC

John Cucarese (CRD# 4932394) is an Investment Advisor Representative working at Eagle Strategies LLC in Steubenville, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
John Cucarese Financial Services Steubenville, OH Jun 2018 - Current 5
Eagle Strategies LLC New York, NY Aug 2017 - Current 6
Nylife Securities, Inc. New York, NY Apr 2005 - Current 19
New York Life Insurance Company Pittsburgh, PA Mar 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for John W. Cucarese
Phone Number: (888) 695-3245
Registered State(s):
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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