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Andrew Sylvia

Ccm Investment Management, LLC
9 Years of Experience
New Bedford, MA
May Earn Commission
View SEC Summary
View SEC Summary

Andrew Sylvia is a registered investment advisor at Ccm Investment Management, LLC, based in New Bedford, MA, with 9 years of industry experience. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 106 clients with $21M in assets under management.

Ccm Investment Management, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
106 clients
Average Client Portfolio
$194K average
Assets Under Management
$20.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.45%
$50K - $250K1.30%
$250K - $500K1.15%
$500K - $1.0M0.95%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.60%
$5M+0.45%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

651 Orchard St., Suite 204 A, New Bedford, MA, 02744

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Andrew works as an EMT for East Coast Clinical Health, a maintenance worker for Dartmouth Public Schools, and a campus security officer for Rhode Island School of Design. These activities take about a quarter of his time each for East Coast Clinical Health and Rhode Island School of Design, and a varying amount of time seasonally for Dartmouth Public Schools.

Employment History
Current Registrations
Ccm Investment Management, LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.
January 2017 - November 2019 · 2 yrs 10 mos
Securian Financial Services, INC.Broker
October 2016 - November 2019 · 3 yrs 1 mo
State Registrations2 states
MARI
Advisor

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.
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