Jeffrey David Mucciarone
Investment adviser representative at Peak Wealth Solutions
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$911.6MFirm assets
Are you Jeffrey David Mucciarone? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Peak Wealth SolutionsAug 2021 to now
- American Portfolios Financial ServicesSep 2021 to Oct 2024
- Cambridge Investment Research Advisors, Inc.Jul 2017 to Jun 2021
- Cambridge Investment Research, Inc.Jul 2017 to Jun 2021
- The Huntington Investment CompanyFeb 2017 to Jun 2017
- LPL Financial LLCSep 2013 to Feb 2017
- Firstmerit Bank, N.A.Jun 2013 to Feb 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Peak Wealth Solutions
Legal name: Peak Wealth Solutions, Inc.
$911.6MAssets managed
718Clients
7Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4546398
- Firm CRD
- 127391