AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

Jeffrey Wayne Cimbal

STATETRUST CAPITAL, LLC.·BOCA RATON, Florida
SIE, Series 7, Series 24, Series 27, Series 99TOSTATETRUST 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
STATETRUST CAPITAL, LLC.
CRD 114052 · SEC 801-60478
AUM
$101M
Regulatory assets under management
Employees
6
306 client accounts
Services offered by STATETRUST CAPITAL, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STATETRUST CAPITAL, LLC. →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile
04

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STATETRUST CAPITAL, LLC.

Joseph Luis Turnes
BOCA RATON, FL
David Vurgait
MIAMI, FL
Napoleon Arturo Aponte
BOCA RATON, FL
Jose Leon Maya
BOCA RATON, FL
Mario Saravia
MIAMI, FL

More Advisors in BOCA RATON, Florida

Steven Craig Jacobs
SUMMIT FINANCIAL GROUP INC·BOCA RATON, FL
Sean Michael Leder
TSL INVESTMENT MANAGEMENT, LLC·BOCA RATON, FL
Patrick Lee Baird
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, FL
Richard Wayne Slavik
BRIDGE LINE ADVISORS LLC·BOCA RATON, FL
Alan Bruce Levin
BRIDGE LINE ADVISORS LLC·BOCA RATON, FL
Marc Jonathan Margolies
IPC PRIVATE WEALTH PARTNERS, LLC·BOCA RATON, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideNAPLES GuideSARASOTA Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile