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Robert John Radoccia

THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC·CRANSTON, Rhode Island
Clean recordTHE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
1220 PONTIAC AVE, CRANSTON, RI 02920CRD# 2591278Firm CRD# 295193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert John Radoccia · CRANSTON, RI
Registration
CRD #2591278 · THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert John Radoccia is a registered financial advisor based in CRANSTON, Rhode Island, affiliated with THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
AUM
$154M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SETUP FEE
Regulatory
SEC/IARD CRD# 2591278
Firm CRD# 295193
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert John Radoccia offer?
Robert John Radoccia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CRANSTON, Rhode Island for a consultation.
What are Robert John Radoccia's credentials?
Robert John Radoccia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert John Radoccia located?
Robert John Radoccia is based in CRANSTON, Rhode Island, working with THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC. Their office serves clients in the CRANSTON metropolitan area and surrounding communities.
How does Robert John Radoccia charge for services?
Robert John Radoccia's firm is compensated through percentage of aum, hourly charges, other: setup fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC?
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC has approximately 3 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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