Ronald Iannucci
Ronald Iannucci is a CFP-designated registered investment advisor at Ronald J. Iannucci CFP, based in Woodbury, CT, with 26 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 53 clients with $3.1M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
47 Sherman Hill Road, Suite B204, Woodbury, CT, 06798
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald works as a mortgage originator and insurance agent, and also prepares income taxes. He dedicates minimal time to these activities during business hours.
Employment History
Current Registrations
Ronald J. Iannucci CFP
Previous Registrations
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.