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Zachary John Ciampa

Wincap Financial LLC

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About Zachary John Ciampa

Zachary John Ciampa is an Investment Advisor Representative (IAR) at Wincap Financial LLC, working out of the Andover, MA branch. Zachary has over 8 years of experience in the financial industry. Zachary is licensed in Massachusetts and holds the Series 63, 66, 7, and SIE licenses.

Firm Information

Zachary Ciampa is currently registered with Wincap Financial LLC. Wincap Financial LLC is an investment advisor registered with the SEC based in Boston, Massachusetts. They manage approximately $153,250,285 in discretionary assets for 466 accounts, primarily for individuals, both high-net-worth and other. They offer financial planning and portfolio management services. Their website is https://wincapfinancial.com.
Wincap Financial LLC

55 UNION STREET

BOSTON, MA 02108

$153.25M

Assets Under Management

Not reported

Total Clients

4

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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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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Zachary Ciampa’s Registration & Firm History

MA

12/06/2023 - Present

Wincap Financial LLC (ANDOVER MA)

MA

05/07/2020 - 11/14/2023

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

06/29/2017 - 07/30/2019

CHARLES SCHWAB & CO., INC. (Lynnfield MA)

NH

10/12/2015 - 05/17/2017

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 01/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary John Ciampa.
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