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Anthony Franklin Carimi

CCM Investment Advisers, LLC

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About Anthony Franklin Carimi

Anthony Franklin Carimi is a registered investment advisor with CCM Investment Advisers, LLC. Anthony has been in the industry since 2012 and previously worked at SYNOVUS SECURITIES, INC. and WELLS FARGO CLEARING SERVICES, LLC. Anthony specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Anthony is licensed to provide investment advice in South Carolina.

Firm Information

Anthony Carimi is currently registered with CCM Investment Advisers, LLC. CCM Investment Advisers, LLC is a Columbia, South Carolina-based investment advisor with over $1 billion in assets under management. The firm offers portfolio management services to individuals, businesses, and charitable organizations. CCM Investment Advisers, LLC also participates in wrap fee programs.
CCM Investment Advisers, LLC

1201 MAIN STREET SUITE 1910

COLUMBIA, SC 29201

$1.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Carimi’s Registration & Firm History

SC

05/31/2022 - Present

CCM Investment Advisers, LLC (COLUMBIA SC)

SC

05/30/2017 - 04/22/2022

SYNOVUS SECURITIES, INC. (COLUMBIA SC)

SC

07/02/2012 - 06/14/2017

WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)

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Licenses & Designations

IA

Issued 07/31/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2014

Series 7 - General Securities Representative Examination

BC

Issued 06/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Franklin Carimi.
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