David Puccia is a registered investment advisor, based in Ramsey, NJ, with 34 years of industry experience.
Location
500 N. Franklin Turnpike, 3rd Floor, Suite 322, Ramsey, NJ, 07446
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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
David works as a financial advisor for Steward Partners Investment Advisory LLC and provides securities sales and advisory services through Ramapo Wealth Advisors. He also offers non-variable insurance and annuities through Steward Partners Global Advisory, LLC, and serves as a trustee for the Knights of Columbus.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
First Fidelity Brokers, INC.Broker
State Registrations15 states
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