A complete list of active advisors currently associated with Ronald J. Iannucci CFP
Warmer can help you find a great advisor at Ronald J. Iannucci CFP or one who fits your needs even better.
The firm provides investment advisory and portfolio management services primarily to individual clients, managing about $3.1 million in client assets across 53 accounts. Alongside portfolio management, the firm also offers tax preparation services and sells insurance products as a licensed insurance agent. The lead advisor holds CFP® certification and delivers individualized advice under a fiduciary standard, with typical fee arrangements reflecting percentage-of-AUM billing used by many peers. The brochure discloses potential conflicts arising from insurance commissions and non-advisory tax work and describes mitigation through disclosure, client choice, and the firm’s fiduciary obligations. Distinctive aspects of this solo practice include the advisor’s long-standing role as an insurance agent (licensed since 1990) and the notable portion of time devoted to tax preparation (approximately 20%), which is less common among independent advisory firms. Supervision and compliance are handled solely by the owner, who is responsible for formulating and monitoring investment advice and adhering to the firm’s compliance procedures.
To learn more about the advisors currently working at Ronald J. Iannucci CFP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Woodbury, CT
| 26
|
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