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Stephen Joseph Cucchiaro

3Edge Asset Management, LP

Naples, FL

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Current Employers
3Edge Asset Management, Lp

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-05
MA RA APPROVED 2016-01-20
  • FL RA
    APPROVED
    Since 2023-10-05
  • MA RA
    APPROVED
    Since 2016-01-20

Branch Locations

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
3Edge Asset Management, Lp Boston MA 11/2015 08/2023
3Edge Asset Management, Lp Naples FL 08/2023 Present
Previous Registrations
  • 2010-11-10 → 2014-07-08
    Windhaven Investment Management, Inc.
    Boston, MA
  • 1994-11-25 → 2010-11-18
    Windward Investment Management Inc
    Boston, MA
Other Businesses

3EDGE Technology Company Technology services, investment related; Authorized Person, Since 12/2015.; 5 hours per week, 0 hours during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-10-23
  • S63 Uniform Securities Agent State Law Examination
    1990-10-23
Other Names
  • Steve Cucchiaro
  • Stephen Joseph Cucchiaro
  • Stephen J Cucchiaro

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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