R Cioffari (CRD# 1347157) is an Investment Advisor Representative working at Key Group Management, Inc. in Fountain Hills, AZ and has over 37 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Concourse Financial Group Securities Inc. | Ramsey, NJ | Aug 2022 - Current | 1 |
(dba) Key Group Management Inc. | Ramsey, NJ | Jan 2009 - Current | 15 |
Royal Alliance Associates | Ramsey, NJ | Mar 2017 - Aug 2022 | 5 |
National Planning Corporation | Ramsey, NJ | Jan 2009 - Mar 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1986 |
S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- NJ
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$600,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CT, FL, NC, NJ, NY, TX
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