Ulderico Conte (CRD# 2163160) is an Investment Advisor Representative working at Cm Capital Partners in Millstone Township, NJ and has over 7 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cim Securities, LLC | Centennial, CO | Sep 2022 - Current | 1 |
| Cm Capital Partners | Millstone Township, NJ | Jan 2018 - Current | 6 |
| Aeon Capital | Middletown, NJ | Jan 2018 - Jul 2022 | 4 |
| Aeon Funds | Middletown, NJ | Jan 2018 - Nov 2019 | 1 |
| Crescita Holdings | Henderson, NV | Oct 2014 - Sep 2019 | 4 |
| Garden State Investment Advisory Services, Inc. | Belmar, NJ | Aug 2017 - Jan 2018 | < 1 |
| Garden State Securities, Inc. | Belmar, NJ | Aug 2017 - Jan 2018 | < 1 |
| Arc Group, Inc. | Jacksonville, FL | Mar 2016 - Jan 2018 | 1 |
| Healthy Fast Food, Inc. | Henderson, NV | Nov 2005 - Oct 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management15MILLIONS
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Total Number of Accounts68ACCOUNTS
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Average Account Value$225,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, LA, NJ, NV, NY
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