Corinne Moccia-Cunha
Corinne Moccia-Cunha is a registered investment advisor at Canaccord Genuity Wealth Management, based in Wakefield, MA, with 30 years of industry experience. Corinne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGWM USA's advisory fees are calculated as a percentage of the value of your portfolio. The specific fee is negotiated between you and your investment advisor and can vary based on factors such as the advisor, the value of your portfolio, the complexity of services, the securities used, the investment strategy, and the level of administration requested. The advisory fee is shared between your advisor and CGWM USA. The fee is generally billed monthly.
Location
Wakefield, MA
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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 →Employment History
Current Registrations
Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management (USA) INC.
Canaccord Genuity Wealth Management (USA) INC.Broker
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Stockcross Financial Services, INC.Broker
State Registrations2 states
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.