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Richard John Urciuoli

President & Chief Compliance OfficerSummit Planning Group, Inc.CRD 1239283

About Richard John Urciuoli

Richard John Urciuoli is listed as President & Chief Compliance Officer at Summit Planning Group, Inc. in E. Syracuse, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Summit Planning Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard John Urciuoli work?

Richard John Urciuoli is listed as President & Chief Compliance Officer at Summit Planning Group, Inc. on SEC Form ADV.

How much of Summit Planning Group, Inc. does Richard John Urciuoli own?

Form ADV reports a beneficial ownership band of Over 75%.

Summit Planning Group, Inc.

TitlePresident & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1986
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