Advisor at Summit Planning Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Summit Planning Group, Inc.
Location
E. Syracuse, NY 13057
Credentials
Series 63
Industry experience
41 years
Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.
Based on Summit Planning Group, Inc.
$1 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 1.00%
Commissions are not the primary source of compensation; insurance product sales by representatives receive commissions.
Account minimum: No account minimum for any of SPG’s services.
6674 Hammersmith Dr.
E. Syracuse, NY 13057
New York · Texas
Summit Planning Group, Inc.
2020 - Present (6 years)
LPL Financial
1989 - 2020 (31 years)
LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)
1989 - 2020 (31 years)
Summit Planning Group, Inc.
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Baldwinsville, NY
Main Street Wealth Management, LLC
Series 63, Series 65, Series 66
Syracuse, NY
Edward S. Green & Associates, LLC
Series 63, Series 65, Series 66
Cazenovia, NY
Dark Horse Wealth LLC
Series 65
Syracuse, NY
Kraemer Capital Management LLC
Series 63, Series 65
Marietta, NY
Clements Investment Management
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
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