Melissa Ciotoli, financial advisor Stamford CT
96 score

Melissa Ciotoli

CRD Number: 5470880
Current Firm: Msi Financial Services, Inc.

Melissa Ciotoli (CRD# 5470880) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Stamford, CT and has over 8 years of experience in the finance industry. Melissa Ciotoli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Metlife Securities Stamford, CT Oct 2014 - Current 2
Private Advisor Group, LLC Wilton, CT Oct 2011 - Oct 2014 3
Lpl Financial Wilton, CT Sep 2011 - Oct 2014 3
Morgan Stanley Smith Barney Westport, CT Jun 2009 - Sep 2011 2
Citigroup Global Markets Inc. Westport, CT Dec 2007 - Jun 2009 1
Digitas Norwalk, CT Aug 2007 - Dec 2007 < 1
Spherion Dulles, VA Mar 2007 - Jul 2007 < 1
Modemmedia Norwalk, CT May 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Melissa A. Ciotoli
Phone Number: 800-638-8378
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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