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Mario Joseph Ciampi

CM Financial Advisors, LLC

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About Mario Joseph Ciampi

Mario Ciampi is a Registered Investment Advisor with CM Financial Advisors, LLC. Mario has been a Certified Financial Planner since 2000. Mario has been in the industry since February 1990. Mario is registered in Connecticut and has a current license to practice. Mario is also a member of Ciampi Mandile & Company LLC, Certified Public Accountants and Premier Mortgage Group, LLC. Mario's firm primarily works with individuals other than high-net-worth individuals and has approximately $36,315,797 under management.

Firm Information

Mario Ciampi is currently registered with CM Financial Advisors, LLC. CM Financial Advisors, LLC is an investment advisor that provides portfolio management services for individuals. The firm manages $36,315,797 in assets for 96 clients.

$36.32M

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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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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percentage of assets

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

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Mario Ciampi’s Registration & Firm History

CT

03/09/2000 - Present

CM Financial Advisors, LLC (ROCKY HILL CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mario Joseph Ciampi.
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