Ncu Investment Solutions

Overview

Ncu Investment Solutions is an SEC and state registered investment adviser based in Smithfield, RI, registered since 2005. It reports $108M in assets under management across 373 accounts, with 8 employees. It has 9 investment adviser representatives.

Reported AUM

$108M

Discretionary

88%

Accounts

373

Average account

$288K

Employees

8

Advisory reps

9

Registered since

2005

Jurisdictions

2

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Oliver Randall Tutt Chief Compliance Officer CRD 2246257
• David Pellegrino Manager CRD 8067476
• Jason M Jolin Manager CRD 8067496

1 more executive officer, with direct contact details

Advisory reps 3 of 9

• Russell Albert Botvin Investment Adviser Rep CRD 6542070
• Alexander Hugh Cabral Investment Adviser Rep CRD 8214843
• Robert Joseph Damico Insurance Agent · Investment Adviser Rep CRD 7293987

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1005 Douglas Pike
Smithfield, RI 02917

County

Providence

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• SEC and state registered
• Registered in 2 jurisdictions
• Website: rfinancialgroup.com

Every state, with registration dates

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