Cm Financial Advisors, LLC

Cm Financial Advisors, LLC (CRD# 109991) is a financial advisory firm headquartered in Rocky Hill, CT. They manage $11,400,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $158,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Cm Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mario J. Ciampi
CRD#: 4676638
35 Cold Spring Rd, Suite 225, Rocky Hill, CT 06067
90
Wealthminder
score

Mario Ciampi (CRD# 4676638) is an Investment Advisor Representative working at Cm Financial Advisors, LLC in Rocky Hill, CT and has 1 year of experience in the finance industry. Mario Ciampi 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.

2
Anthony Mandile
CRD#: 4688068
35 Cold Spring Rd., Suite 225, Rocky Hill, CT 06067
87
Wealthminder
score

Anthony Mandile (CRD# 4688068) is an Investment Advisor Representative working at Cm Financial Advisors, LLC in Rocky Hill, CT and has 1 year of experience in the finance industry.

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