Ronald Iannucci (CRD# 1396193) is an Investment Advisor Representative working at Ronald J. Iannucci Cfp in Woodbury, CT and has over 26 years of experience in the finance industry. Ronald Iannucci 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.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ronald J. Iannucci Cfp | Woodbury, CT | Jan 2019 - Current | 5 |
| First World Mortgage | Woodbury, CT | Mar 2016 - Current | 8 |
| Ronald J. Iannucci Cfp | Woodbury, CT | Jan 1990 - Current | 34 |
| Ronald J. Iannucci Cfp | Woodbury, CT | Jan 1988 - Current | 36 |
| Comprehensive Capital Management, Inc. | Woodbury, CT | Aug 2005 - Dec 2018 | 13 |
| Comprehensive Asset Management And Servicing, Inc. | Chester, NJ | Apr 1999 - Dec 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- CT
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$38,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
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