Jeffrey
Mucciarone

Peak Wealth Solutions

CRD#4546398
Investment Advisor
in Cleveland, OH

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About this Advisor

Jeffrey Mucciarone is a financial advisor based in Cleveland, Ohio, working with Peak Wealth Solutions. Jeffrey has previously held positions at Firstmerit Bank, N.A, Lpl Financial LLC, The Huntington Investment Company, American Portfolios Financial Services, Peak Wealth Solutions, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Jeffrey is part of Peak Wealth Solutions, which operates out of Cleveland, Ohio. The firm has 11 employees and manages assets totaling $657.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Peak Wealth Solutions includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

30195 Chagrin Blvd. Suite 360
Cleveland, OH 44124

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Peak Wealth Solutions Brokerage Details

Total Assets Under Management

$657,775,000

OH Average: $2,106,341,625
Total Number of Employees

11

OH Average: 34
Total Number of Accounts

2,012

OH Average: 1,972
Average Account Size

$326,926

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Jeffrey Mucciarone Work History

2021 - Present (4 years)

American Portfolios Financial Services

2021 - Present (4 years)

Peak Wealth Solutions

2017 - 2017 (< 1 year)

The Huntington Investment Company

2017 - 2021 (4 years)

Cambridge Investment Research, Inc

2017 - 2021 (4 years)

Cambridge Investment Research Advisors, Inc

2013 - 2017 (4 years)

Firstmerit Bank, N.A

2013 - 2017 (4 years)

Lpl Financial LLC

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Disclosures

Please visit the SEC profile of Jeffrey Mucciarone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Peak Wealth Solutions

Jeffrey Mucciarone
Cleveland, OH
David Kocsis
Cleveland, OH
Gregory Gromek
Cleveland, OH
Gary Hannah
Cleveland, OH
Keith Witkowski
Cleveland, OH
Daniel Vujanov
Cleveland, OH
Daniel Margheret
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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