Carl Cieplinski, financial advisor Cromwell CT

Carl Cieplinski

CRD Number: 3037138
Current Firm: Commonwealth Financial Network

Carl Cieplinski (CRD# 3037138) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 23 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Aug 2017 - Current 4
Voya Financial Advisors, Inc. Cromwell, CT Sep 2016 - Aug 2017 < 1
Voya Financial Advisors Windsor, CT Sep 2014 - Sep 2016 2
Ing Financial Partners Windsor, CT Dec 2010 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Carl J. Cieplinski
Phone Number: 781-736-0700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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