Robert Cucchiaro has been President, Shareholder of Summit Wealth & Retirement Planning since September 2012, is a control person of the firm and directly owns 75% or more of it.
Summit Wealth & Retirement Planning, Inc. is an Eagle, ID firm with $978M under management, 354 clients and 7 advisers across 5 offices, as of its March 2026 filing.
Robert Cucchiaro’s longest registration is the current one, 9 years at Summit Wealth & Retirement Planning since 2017. Before joining Summit Wealth & Retirement Planning in 2017, Robert Cucchiaro was registered through Summit Wealth and Retirement Partners and VSR Advisory Services.
- – present · 9 yearsEagle, ID · Adviser representative · Firm CRD 285972
- Summit Wealth and Retirement Partners– · 4 yearsWalnut Creek, CA · Adviser representative · Firm CRD 136918
- VSR Advisory Services– · 3 yearsWalnut Creek, CA · Adviser representative · Firm CRD 14503
- Lincoln Financial Advisors Corporation– · 8 yearsSan Ramon, CA · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Robert Cucchiaro is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2017; the most recent is Idaho, in March 2022.
- CaliforniaSince 6 January 2017
- IdahoSince 15 March 2022
- TexasResidentSince 21 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 6 November 2007 |
| Series 66 | Uniform Combined State Law Examination | 12 September 2003 |
| Series 7 | General Securities Representative Examination | 4 December 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Anthony Cucchiaro
- CRD
- 4582239
- Firm
- Summit Wealth & Retirement Planning · CRD 285972
- Role
- President, Shareholder
- Office
- 435 E Shore Drive, Suite 220, Eagle, ID 83616
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Cucchiaro work?
Robert Cucchiaro has been President, Shareholder of Summit Wealth & Retirement Planning, Inc. since September 2012, and is a control person of the firm.
Is Robert Cucchiaro a financial advisor?
Yes. Robert Cucchiaro has a current investment-adviser registration in California, Idaho and Texas, through Summit Wealth & Retirement Planning since January 2017.
How many years of experience does Robert Cucchiaro have?
Robert Cucchiaro has 23 years in the financial industry, since December 2002, across 4 adviser firms.
What exams has Robert Cucchiaro passed?
Robert Cucchiaro has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2002. FINRA credited Robert Cucchiaro with the SIE, which began in October 2018.
Where did Robert Cucchiaro work before Summit Wealth & Retirement Planning?
Before Summit Wealth & Retirement Planning, Robert Cucchiaro was registered through VSR Advisory Services, August 2012 to July 2016; Lincoln Financial Advisors Corporation, February 2004 to September 2012.
Where is Robert Cucchiaro based?
Robert Cucchiaro’s registered office is in Eagle, ID.
Is Robert Cucchiaro registered with FINRA?
Yes. Robert Cucchiaro has a current broker registration, under CRD 4582239.
Source: FINRA BrokerCheck
How can I verify Robert Cucchiaro’s record?
Search CRD 4582239 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Cucchiaro’s full registration record.