TC
CFA
TC
CFA

Thomas R Cirincione

May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
591 clients
Average Client Portfolio
$480K average
Assets Under Management
$283.6M

Fee Structure

Minimum Investment:$10K
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Location

16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130

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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 Activities

Thomas is a board member for LifeAct and the President of the Cleveland Italian Ancestry Organization, both non-profit organizations. He dedicates minimal time to each role.

Employment History
Current Registrations
Fourth Dimension Wealth, LLC
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Thomas R Cirincione - Financial Advisor | TrueAdvisor