John Cioffi, financial advisor Oxford OH

John Cioffi

CRD Number: 2376946
Current Firm: Vertice Capital Partners, LLC

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.

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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
Disclosure Information

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
Contact Info for John J. Cioffi
Phone Number: (513) 813-8412
Registered State(s):
  • OH
Current Firm Details
Vertice Capital Partners, LLC
Firm's CRD Number: 171889
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $24,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States

OH

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