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Richard John Urciuoli

SUMMIT PLANNING GROUP, INC.·E. SYRACUSE, New York
SUMMIT PLANNING GROUP, INC.
6674 HAMMERSMITH DR., E. SYRACUSE, NY 13057CRD# 1239283Firm CRD# 125994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard John Urciuoli · E. SYRACUSE, NY
Registration
CRD #1239283 · SUMMIT PLANNING GROUP, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Richard John Urciuoli is a registered financial advisor based in E. SYRACUSE, New York, affiliated with SUMMIT PLANNING GROUP, INC.. 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
Introduction

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03

Firm Overview

Firm
SUMMIT PLANNING GROUP, INC.
SUMMIT PLANNING GROUP, INC.
AUM
$104M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SUMMIT PLANNING GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 1239283
Firm CRD# 125994
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard John Urciuoli offer?
Richard John Urciuoli specializes in Financial Planning, Investment Management. Contact their office in E. SYRACUSE, New York for a consultation.
What are Richard John Urciuoli's credentials?
Richard John Urciuoli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard John Urciuoli located?
Richard John Urciuoli is based in E. SYRACUSE, New York, working with SUMMIT PLANNING GROUP, INC.. Their office serves clients in the E. SYRACUSE metropolitan area and surrounding communities.
How does Richard John Urciuoli charge for services?
Richard John Urciuoli's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT PLANNING GROUP, INC.?
SUMMIT PLANNING GROUP, INC. has approximately 5 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
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Research
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