Robert Cucchiaro, financial advisor San Ramon CA

Robert Cucchiaro

CRD Number: 4582239
Current Firm: Summit Wealth And Retirement Partners

Robert Cucchiaro (CRD# 4582239) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 20 years of experience in the finance industry. Robert Cucchiaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Advisor Field Guide Eagle, ID Mar 2022 - Current 2
Mutual Securities, Inc. Eagle, ID Jul 2016 - Current 7
Summit Tax Planning Dba Data Count Tax & Financial Services San Ramon, CA May 2014 - Current 9
Summit Wealth & Retirement Partners San Ramon, CA Aug 2012 - Current 11
Glg Consulting New York, NY Jun 2018 - Dec 2023 5
Vsr Financial Services, Inc. Overland Park, KS Aug 2012 - Jun 2016 3
Vsr Advisory Services Overland Park, KS Aug 2012 - Jun 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Robert A. Cucchiaro
Phone Number: (925) 927-1900
Registered State(s):
  • CA
  • ID
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    721
    MILLIONS
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $786,272
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, ID, IN, NV, NY, OH, OR, TX, WA

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