Best Investors Account Sign in
Inactive

Ronald John Iannucci

Ronald J. Iannucci Cfp

Woodbury, CT

Claim This Profile
Current Employers
Ronald J. Iannucci Cfp

47 Sherman Hill Road Suite B204, Woodbury, CT 06798 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-01-02
  • CT RA
    APPROVED
    Since 2019-01-02

Branch Locations

47 Sherman Hill Road Suite B204, Woodbury, CT 06798 • 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
Comprehensive Asset Management And Servicing, Inc. Chester NJ 04/1999 12/2018
Comprehensive Capital Management, Inc. Woodbury CT 08/2005 12/2018
Ronald J. Iannucci Cfp Woodbury CT 01/2019 Present
First World Mortgage Woodbury CT 03/2016 Present
Ronald J. Iannucci Cfp Woodbury CT 01/1990 Present
Ronald J. Iannucci Cfp Woodbury CT 01/1988 Present
Previous Registrations
Other Businesses

(1) First World Mortgage, Woobury, CT, NOT INVESTMENT RELATED, MORTGAGE ORIGINATOR.03/2016, 6% OF TIMEDURING BUSINESS HOURS 2) INSURANCE AGENT, WOODBURY, CT,INSURANCE SALES, 1/1/90; 0% OF TIME DURING BUSINESS HOURS. 3) INCOME TAX PREPARATION, WOODBURY, CT, TAX PREPARER/ADVISOR, 1/1/90; 0% OF TIME DURING BUSINESS HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-27
  • S65 Uniform Investment Adviser Law Examination
    1997-05-27
Designations
Other Names
  • Ronald John Iannucci

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woodbury, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor