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Credentials
Series 63, Series 66
Experience Industry experience
21 years
Location
Steubenville, OH 43701
Eagle Strategies (NY Life)
Enterprise
John Cucarese is a financial advisor with Eagle Strategies (NY Life) in Steubenville, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at New York Life and its affiliated subsidiaries since 2005 and operates his own firm, John Cucarese Financial Services, which brokers non-registered insurance products and sells New York Life products. He volunteers with the Highmark Caring Place Gala, assisting with an annual fundraiser for a child bereavement organization. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice, offers multiple program types including fee-based and co-advisory solutions, and manages a significant portion of assets on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Steubenville, OH
3911 Sunset Blvd, Unit 1
Steubenville OH 43701
Advisors at this office
1
Ohio · Pennsylvania · Texas
21 years of industry experience
John Cuarese Financial Services
2018 - Present • 8 years
Steubenville, OH
Eagle Strategies (NY Life)
2017 - Present • 9 years
New York, NY
NYLife Securities, Inc.
2005 - Present • 21 years
New York, NY
New York Life insurance company
2005 - Present • 21 years
Pittsburgh, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Weirton, WV
Steeloaks Investment Advisers, Inc.
Michael Payne is a financial advisor with Steeloaks Investment Advisers, Inc., holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Steeloaks Investment Advisers and Purshe Kaplan Sterling Investments since 2005. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, foundations, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, focusing on diversified portfolios constructed primarily with exchange-traded funds and annual rebalancing.
Series 63
Weirton, WV
Steeloaks Investment Advisers, Inc.
Donald Kendrick is a financial advisor at Steeloaks Investment Advisers, Inc. in Weirton, WV, holding a Series 63 designation with 29 years of industry experience. He has been with Steeloaks since 1997. Steeloaks Investment Advisers provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm employs quantitative, technical, and passive investment strategies, focusing on diversified portfolios primarily constructed with exchange-traded funds and monitored through firm-specific historical research.
Weirton, WV
Steeloaks Investment Advisers, Inc.
Dewey Guida is a financial advisor at SteelOaks Investment Advisers, Inc. with 26 years of industry experience. The firm provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, and municipalities. SteelOaks emphasizes quantitative, technical, and passive investment strategies, primarily using diversified portfolios of exchange-traded funds rebalanced annually. The firm’s approach includes model portfolios based on historical research and serves both discretionary and non-discretionary accounts.
Series 66
Weirton, WV
Steeloaks Investment Advisers, Inc.
Sara Payne is a Series 66 licensed financial advisor with Steeloaks Investment Advisers, Inc., where she has worked since 1997. She has 27 years of industry experience. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, primarily employing diversified portfolios with exchange-traded funds, and offers several model portfolios including equity allocations and balanced fixed-income strategies.
Series 66
Wintersville, OH
Kingsview Wealth Management, LLC
Paul Sweeney II is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He previously worked at Edward Jones for 11 years and serves in the Ohio Army National Guard. Outside of financial advising, he owns and operates real estate rental properties. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio management group.
Series 63, Series 65
Weirton, WV
Sound Income Strategies, LLC
Rick Prosser is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corporation, and North American Financial, where he also works as an insurance agent selling life and annuities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers a range of services including discretionary asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.
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