Managing Principal / CCO · Retire Ready Wealth Management
James V. Cipriotti
CRD 3021100 · Named on Form ADV at one SEC-registered adviser
At a glance
Retire Ready Wealth Management, an SEC-registered wealth manager based in Radnor, PA with $100 million in regulatory assets, lists James V. Cipriotti on its Form ADV as Managing Principal / CCO, a control person.
Firms and roles
- Retire Ready Wealth ManagementManaging Principal / CCOWealth manager · Radnor, PA · $100M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.