Donald Ciampi
Donald Ciampi is a registered investment advisor at Cetera Investment Advisers LLC, based in Cheshire, CT, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2278 Waterbury Rd, Cheshire, CT, 06410
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald sells life, disability, annuities, and long-term care insurance. He also owns Ciampi Tax and Financial Services, LLC for tax planning and Ciampi Financial, an S-Corp used to pay business expenses, dedicating nearly full-time hours to it. Donald also serves on the Board of Directors and Endowment Investment Committee for St. Paul Catholic High School, spending minimal time on these roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations22 states
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