Ronald John Iannucci

Employer firm

Ronald J. Iannucci Cfp CRD 298181

$3.10M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 04/1999 → 12/2018
  Comprehensive Asset Management And Servicing, Inc.
  Chester, NJ
• 08/2005 → 12/2018
  Comprehensive Capital Management, Inc.
  Woodbury, CT
• 01/2019 → Present
  Ronald J. Iannucci Cfp
  Woodbury, CT
• 03/2016 → Present
  First World Mortgage
  Woodbury, CT
• 01/1990 → Present
  Ronald J. Iannucci Cfp
  Woodbury, CT
• 01/1988 → Present
  Ronald J. Iannucci Cfp
  Woodbury, CT

Previous Registrations

• 2004-03-17 → 2018-12-31
  Comprehensive Capital Management, Inc.
  Woodbury, CT
• 1999-05-25 → 2004-08-04
  Apw Capital, Inc.
  Woodbury, CT
  Totowa, NJ

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

• S65 Uniform Investment Adviser Law Examination
  1997-05-27

Designations

• Certified Financial Planner

Other Names

• Ronald John Iannucci