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RONALD J. IANNUCCI CFP
CRD 298181
47 SHERMAN HILL ROAD, SUITE B204, WOODBURY, CT, 06798, United States
Phone
203-263-5030
Fax
203-263-5084
Registration
— (—)
Source
State registered
Total AUM
$3.1M
Discretionary AUM
$3.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2025-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $3.1M |
Official SEC filing: View on IAPD