Unclaimed Profile

Jeffrey Wayne Cimbal

STATETRUST CAPITAL, LLC.·BOCA RATON, Florida

STATETRUST CAPITAL, LLC.

1750 CLINT MOORE ROAD, BOCA RATON, FL 33487CRD# 2028791Firm CRD# 114052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Wayne Cimbal · BOCA RATON, FL

Registration

CRD #2028791 · STATETRUST CAPITAL, LLC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Wayne Cimbal is a registered financial advisor based in BOCA RATON, Florida, affiliated with STATETRUST CAPITAL, LLC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STATETRUST CAPITAL, LLC.

AUM

$101M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STATETRUST CAPITAL, LLC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2028791

Firm CRD# 114052

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Wayne Cimbal offer?

Jeffrey Wayne Cimbal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Jeffrey Wayne Cimbal's credentials?

Jeffrey Wayne Cimbal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Wayne Cimbal located?

Jeffrey Wayne Cimbal is based in BOCA RATON, Florida, working with STATETRUST CAPITAL, LLC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Jeffrey Wayne Cimbal charge for services?

Jeffrey Wayne Cimbal's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STATETRUST CAPITAL, LLC.?

STATETRUST CAPITAL, LLC. has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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