Robert A Cuccaro

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Stonex Securities Inc
  Bohemia, NY
• 01/2015 → Present
  Stonex Advisors Inc
  Bohemia, NY

Previous Registrations

• 2011-03-07 → 2015-01-30
  Wrp Investments, Inc.
  Bohemia, NY
  Parsippany, NJ
  Bohemia, NY
  Youngstown, OH

Other Businesses

1) Integrarisk Corp. 1584 Feureisen Ave, Bohemia, NY 11716 Nature of business: Integrarisk Corp; financial advisor and insurance services. Company operates as d/b/a to build brand recognition and to promote independent financial advisor business. Fee-based advisory services are conducted through SA Stone Investment Advisors, Inc. Brokerage services, if any, are conducted through SA Stone Wealth Management Inc. 90% of the advisor's time is devoted to this activity, mostly during financial market hours, and is investment services related. Other compensated, non-investment related services may or may not be offered through this d/b/a as well, such as sale of insurance products. As president of Integrarisk Corp, 10% of time is dedicated to hiring, training, and compensating independent insurance representatives during financial market hours. Compensation is by commission and is not investment services related. Investment related: Business position, Title or Association: CEO, President of Integrarisk Corp; financial advisor and insurance services. Business duties: Company operates as d/b/a to build brand recognition and to promote independent financial advisor business. Fee-based advisory services are conducted through SA Stone Investment Advisors, Inc. Brokerage services, if any, are conducted through SA Stone Wealth Management Inc. 90% of the advisor's time is devoted to this activity, mostly during financial market hours, and is investment services related. Other compensated, non-investment related services may or may not be offered through this d/b/a as well, such as sale of insurance products. As president of Integrarisk Corp, 10% of time is dedicated to hiring, training, and compensating independent insurance representatives during financial market hours. Compensation is by commission and is not investment services related.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-03

Other Names

• Bob Cuccaro