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Keith Christian Cuomo

DUNBAR ASSOCIATES, LLC·MONROE, Connecticut
Unclaimed Profile
71 TURKEY ROOST ROAD, MONROE, CT 06468CRD# 2587130Firm CRD# 323134
01

About

Keith Christian Cuomo is a registered financial advisor based in MONROE, Connecticut, affiliated with DUNBAR ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DUNBAR ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2587130
Firm CRD# 323134
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith Christian Cuomo offer?
Keith Christian Cuomo specializes in Financial Planning, Investment Management. Contact their office in MONROE, Connecticut for a consultation.
What are Keith Christian Cuomo's credentials?
Keith Christian Cuomo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Christian Cuomo located?
Keith Christian Cuomo is based in MONROE, Connecticut, working with DUNBAR ASSOCIATES, LLC. Their office serves clients in the MONROE metropolitan area and surrounding communities.
How does Keith Christian Cuomo charge for services?
Keith Christian Cuomo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNBAR ASSOCIATES, LLC?
DUNBAR ASSOCIATES, LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONROE
Michele Kristine Dunbar — DUNBAR ASSOCIATES, LLCRobert George Dunbar — DUNBAR ASSOCIATES, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
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Research
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