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Cheryl Ann Ciaglia

40 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

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History

Regulatory History (1)
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Customer Dispute
October 2005
Settled
Other Business ActivitiesSells Insurance

Cheryl is the President/Owner of Ciaglia Agency, selling insurance and financial products, dedicating about a quarter of her time. She also owns Ciaglia Financial, her DBA for securities and investment advisory services, which is a full-time commitment.

Employment History
Current Registrations
Blackridge Asset Management, LLC
November 2017 - Present · 8 yrs 3 mos
Peak Brokerage Services, LLCBroker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Independent Solutions Wealth Management, LLC
November 2017 - January 2019 · 1 yr 2 mos
Next Financial Group, INC.
October 2014 - November 2017 · 3 yrs 1 mo
Next Financial Group, INC.Broker
January 2005 - November 2017 · 12 yrs 10 mos
Hornor, Townsend & Kent, INC.Broker
September 1992 - September 1995 · 3 yrs
Advantage Capital CorporationBroker
May 1991 - December 2004 · 13 yrs 7 mos
Aetna Life Insurance and Annuity CompanyBroker
January 1988 - November 1988 · 10 mos
Monarch Securities, INC.Broker
September 1987 - May 1992 · 4 yrs 8 mos
American Capital Financial Services, INC.Broker
July 1985 - September 1987 · 2 yrs 2 mos
State Registrations7 states
COFLNCNMNYOHTX
AdvisorBroker
Exams
No exam information available for this advisor.