Unclaimed Profile

Stephen John Cucchia

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC·FLORHAM PARK, New Jersey

SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TO13 years registeredJEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

30B VREELAND ROAD, FLORHAM PARK, NJ 07932CRD# 1316029Firm CRD# 155392

Profile Verification

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

Identity

Stephen John Cucchia · FLORHAM PARK, NJ

Registration

CRD #1316029 · JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Sep 2016 – Nov 2023

FLORHAM PARK, NJ

EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC

Aug 2015 – Jun 2016

NEW YORK, NY

JOSEPH GUNNAR & CO., LLC

Oct 2012 – Nov 2012

UNIONDALE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · October 8, 2012

Years registered · 13

Disclosure History

2016Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

CRD 155392 · SEC 801-110005

AUM

$43M

Regulatory assets under management

Employees

102 client accounts

Services offered by JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen John Cucchia offer?

Stephen John Cucchia specializes in Financial Planning, Investment Management.

What are Stephen John Cucchia's credentials?

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

Where is Stephen John Cucchia located?

Stephen John Cucchia is based in FLORHAM PARK, New Jersey, last registered with JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC.

How does Stephen John Cucchia charge for services?

Stephen John Cucchia's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC?

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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