Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
03/09/2000 - Present
CM Financial Advisors, LLC (ROCKY HILL CT)
Active
Inactive
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