John Cioffi (CRD# 2376946) is an Investment Advisor Representative working at Vertice Capital Partners, LLC in Oxford, OH and has over 22 years of experience in the finance industry.
CRD# 6626957
Prudential Financial Planning Services
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cullen Cioffi Capital Management | Cincinnati, OH | Jan 2022 - Current | < 1 |
| Vertice Capital Advisors, LLC | Cincinnati, OH | Jul 2014 - Current | 8 |
| Vertice Capital Partners, LLC | Cincinnati, OH | Oct 2013 - Current | 8 |
| Self Employed | Cincinnati, OH | Jan 2013 - Oct 2013 | < 1 |
| Bank Of America, N.a | Cincinnati, OH | Aug 2012 - Jan 2013 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati, OH | May 2012 - Jan 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
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, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$24,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
OH
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