Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Conan Cuneo is a financial advisor with over 25 years of experience in the industry. Brian is registered with both Rockefeller Financial LLC and Rockefeller Capital Management. Brian is a Series 63, Series 65 and Series 24 licensed professional. Brian specializes in providing financial advice and portfolio management to individuals, corporations and high net worth individuals. Brian also holds a SIE and Series 7 license. Brian is currently registered in 34 states and 2 states for investment advisor services. Brian is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of the firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
02/03/2021 - Present
Rockefeller Financial LLC (Saratoga Springs NY)
NY
05/30/1997 - 01/17/2019
MERCER ALLIED COMPANY, L.P. (SARATOGA SPRINGS NY)
IA
Issued 06/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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