William Ciemny, financial advisor Haddonfield NJ

William Ciemny

CRD Number: 7542443
Current Firm: Advice And Planning Services

William Ciemny (CRD# 7542443) is an Investment Advisor Representative working at Advice And Planning Services in Haddonfield, NJ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Haddonfield, NJ Jun 2022 - Current 1
Tiaa Haddonfield, NJ Jun 2022 - Current 1
Davidson College Charlotte, NC Aug 2018 - May 2022 3
Tiaa Charlotte, NC Jun 2021 - Aug 2021 < 1
Icona Avalon Resort Avalon, NJ Jun 2020 - Jul 2020 < 1
Stone Harbor Yacht Club Stone Harbor, NJ Jun 2016 - Jul 2019 3
Haddonfield Memorial Highschool Haddonfield, NJ Sep 2014 - Jun 2018 3
Haddonfield Middle School Haddonfield, NJ Apr 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2022
Contact Info for William J. Ciemny
Phone Number: 212-490-9000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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