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Robert John Radoccia

THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC·CRANSTON, Rhode Island
Unclaimed Profile
1220 PONTIAC AVE, CRANSTON, RI 02920CRD# 2591278Firm CRD# 295193
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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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Mynde Sue Siperstein — ELIOT ROSE ASSET MANAGEMENT, LLCPaul Joseph Mcdermott — ELIOT ROSE ASSET MANAGEMENT, LLCBarry Marc Misbin — THE CAPITAL GROUP INVESTMENT ADVISORS INCGeorge Hamamjian — GEA SPHERE, LLCPerchuhy Hamamjian — GEA SPHERE, LLC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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