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Lance Robert Cuoco

American Capital Partners, LLC

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About Lance Robert Cuoco

Lance Cuoco is a financial professional with over 30 years of experience in the financial services industry. Lance is currently registered with American Capital Partners, LLC in Hauppauge, NY. Lance has a broad range of experience in the financial services industry, including investment banking and trading. Lance has held various licenses throughout his career, including Series 7, Series 55, Series 57TO, Series 79TO, and SIE. Lance holds a Series 63 license as well.

Firm Information

Lance Cuoco is currently registered with American Capital Partners, LLC. American Capital Partners, LLC is a Limited Liability Company formed in December 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. It is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lance Cuoco’s Registration & Firm History

NY

08/05/2002 - Present

American Capital Partners, LLC (HAUPPAUGE NY)

NY

09/21/2001 - 08/09/2002

MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)

NY

08/22/2001 - 10/02/2001

JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)

NY

04/06/2001 - 08/22/2001

GOLDIS FINANCIAL GROUP, INC. (GARDEN CITY NY)

NY

10/19/1998 - 01/05/2001

MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)

NY

11/13/1991 - 08/28/1998

FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)

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Licenses & Designations

BC

Issued 03/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/12/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 4 public disclosures for Lance Robert Cuoco. Review regulatory record here.
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