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James Vincent Cipriotti

Retire Ready Wealth Management

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About James Vincent Cipriotti

James Vincent Cipriotti is a financial advisor with Retire Ready Wealth Management, located in Radnor, Pennsylvania. James has been working in the financial services industry for over 20 years, and has experience working with clients in a variety of capacities. James is registered as an investment advisor representative in New Jersey and Pennsylvania. In addition to his financial advisory practice, James also works as an insurance agent, selling a variety of insurance products. James holds the Series 7 and Series 63 licenses, as well as the Series 65 license. James is committed to providing clients with personalized financial advice that helps them meet their financial goals.

Firm Information

James Cipriotti is currently registered with Retire Ready Wealth Management. Retire Ready Wealth Management is a financial advisory firm that provides financial planning and portfolio management services for individuals. The firm is led by James Cipriotti, who is both a licensed agent and investment advisor representative. The firm also offers selection of other advisors.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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James Cipriotti’s Registration & Firm History

PA

02/11/2022 - Present

Retire Ready Wealth Management (RADNOR PA)

PA

01/04/2005 - 10/31/2006

ING FINANCIAL PARTNERS, INC. (WAYNE PA)

PA

10/24/2001 - 10/08/2003

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NJ

09/08/1998 - 10/22/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

VA

04/17/1998 - 07/30/1998

DMG SECURITIES, INC. (GREAT FALLS VA)

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Licenses & Designations

IA

Issued 12/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for James Vincent Cipriotti. Review regulatory record here.
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