Unclaimed Profile

Bruno Larocca

RDM CAPITAL ASSOCIATES INC·RED BANK, New Jersey

Series 7, Series 24Clean record12 years registeredRDM CAPITAL ASSOCIATES INC

263 BROAD ST, RED BANK, NJ 07701CRD# 865368Firm CRD# 106941

Profile Verification

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

Identity

Bruno Larocca · RED BANK, NJ

Registration

CRD #865368 · RDM CAPITAL ASSOCIATES INC · 12 years registered

Brand Profile

Not yet started

Career History

RDM CAPITAL ASSOCIATES INC

May 2014 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Registration record

First registered · May 8, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RDM CAPITAL ASSOCIATES INC

CRD 106941 · SEC 801-129856

AUM

$107M

Regulatory assets under management

Employees

226 client accounts

Services offered by RDM CAPITAL ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RDM CAPITAL ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Bruno Larocca offer?

Bruno Larocca specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.

What are Bruno Larocca's credentials?

Bruno Larocca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruno Larocca located?

Bruno Larocca is based in RED BANK, New Jersey, working with RDM CAPITAL ASSOCIATES INC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.

How does Bruno Larocca charge for services?

Bruno Larocca's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RDM CAPITAL ASSOCIATES INC?

RDM CAPITAL ASSOCIATES INC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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