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Jennifer Cuccaro

REFORMATION SERVICES INC.·STAMFORD, Connecticut
Clean recordREFORMATION SERVICES INC.
100 FIRST STAMFORD PLACE, STAMFORD, CT 06902CRD# 6170943Firm CRD# 167160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Cuccaro · STAMFORD, CT
Registration
CRD #6170943 · REFORMATION SERVICES INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Cuccaro is a registered financial advisor based in STAMFORD, Connecticut, affiliated with REFORMATION SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
REFORMATION SERVICES INC.
REFORMATION SERVICES INC.
AUM
$113M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at REFORMATION SERVICES INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION FEE
Regulatory
SEC/IARD CRD# 6170943
Firm CRD# 167160
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Cuccaro offer?
Jennifer Cuccaro specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Jennifer Cuccaro's credentials?
Jennifer Cuccaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Cuccaro located?
Jennifer Cuccaro is based in STAMFORD, Connecticut, working with REFORMATION SERVICES INC.. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Jennifer Cuccaro charge for services?
Jennifer Cuccaro's firm is compensated through percentage of aum, performance-based fees, other: transaction fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REFORMATION SERVICES INC.?
REFORMATION SERVICES INC. has approximately 5 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REFORMATION SERVICES INC.

James Robert Clement
STAMFORD, CT
Robert Clement
STAMFORD, CT
John Robert Kelly
STAMFORD, CT

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Research
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