James Cuorato, financial advisor Willow Grove PA
88 score

James Cuorato

CRD Number: 6254052
Current Firm: Retirement Planning Specialists

James Cuorato (CRD# 6254052) is an Investment Advisor Representative working at Retirement Planning Specialists in Willow Grove, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Planning Specialist Willow Grove, PA Sep 2013 - Current 3
J&j Strategic Trading Philadelphia, PA Jul 2008 - Jul 2013 5
Chance Management Advisors Philadelphia, PA Jul 2007 - May 2008 < 1
Moshulu Restaurant Group Philadelphia, PA Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for James J. Cuorato
Phone Number: 215-657-8600
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    1,220
    ACCOUNTS
  • Average Account Value
    $116,817
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NJ, PA, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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