GS
ChFC
GS
ChFC

Gregg Semprucci

37 Years of Experience
BrokerSells Insurance

Gregg Semprucci is a ChFC-designated registered investment advisor at Cip Capital Management, LLC, based in Cambridge, MA, with 37 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 8 clients with $2.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$2.6M

Fee Structure

Financial planning fees may range from $100 to $250 per hour or a flat rate of $1,000 to $5,000 depending on the level and complexity of the work provided.

One-Time Plan:$1,000 - $5,000
Hourly Rate:$100 - $250/hr
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Location

801 Cambridge St., Cambridge, MA, 02141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregg is involved with Comprehensive Insurance Providers Group, selling health, dental, life, and long-term care insurance products, dedicating nearly full-time hours to this activity. He also spends a few hours per week with CIP Capital Management LLC as a registered investment advisor.

Employment History
Current Registrations
Cip Capital Management, LLC
January 2023 - Present · 3 yrs 3 mos
Davinci Capital Management INC.
November 2007 - Present · 18 yrs 5 mos
Davinci Capital Management, INC.Broker
November 2007 - Present · 18 yrs 5 mos
Previous Registrations
MML Investors Services, INC.Broker
March 1990 - November 2007 · 17 yrs 8 mos
New England SecuritiesBroker
August 1988 - March 1990 · 1 yr 7 mos
State Registrations13 states
CACTFLGAMAMENCNHNJNYRISCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.