Unclaimed Profile

Stephen Joseph Cucchiaro

3EDGE ASSET MANAGEMENT, LP·NAPLES, Florida

Series 3, Series 63Clean record31 years registered3EDGE ASSET MANAGEMENT, LP

999 VANDERBILT BEACH ROAD, NAPLES, FL 34108CRD# 2107082Firm CRD# 282059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Joseph Cucchiaro · NAPLES, FL

Registration

CRD #2107082 · 3EDGE ASSET MANAGEMENT, LP · 31 years registered

Brand Profile

Not yet started

Career History

3EDGE ASSET MANAGEMENT, LP

Jan 2016 – present

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Nov 2010 – Jul 2014

BOSTON, MA

WINDWARD INVESTMENT MANAGEMENT INC

Nov 1994 – Nov 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 63

Registration record

First registered · November 25, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

3EDGE ASSET MANAGEMENT, LP

CRD 282059 · SEC 801-106982

AUM

$1.3B

Regulatory assets under management

Employees

2,216 client accounts

Services offered by 3EDGE ASSET MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 3EDGE ASSET MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Stephen Joseph Cucchiaro offer?

Stephen Joseph Cucchiaro specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.

What are Stephen Joseph Cucchiaro's credentials?

Stephen Joseph Cucchiaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Joseph Cucchiaro located?

Stephen Joseph Cucchiaro is based in NAPLES, Florida, working with 3EDGE ASSET MANAGEMENT, LP. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Stephen Joseph Cucchiaro charge for services?

Stephen Joseph Cucchiaro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 3EDGE ASSET MANAGEMENT, LP?

3EDGE ASSET MANAGEMENT, LP has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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