Unclaimed Profile

Cristina Claire Licciardello Lippman

COMPASS CAPITAL CORPORATION·BRAINTREE, Massachusetts

Series 6, Series 63, Series 65Clean record12 years registeredCOMPASS CAPITAL CORPORATION

50 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184-8734CRD# 5245764Firm CRD# 112323

Profile Verification

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

Identity

Cristina Claire Licciardello Lippman · BRAINTREE, MA

Registration

CRD #5245764 · COMPASS CAPITAL CORPORATION · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPASS CAPITAL CORPORATION

COMPASS CAPITAL CORPORATION

Sep 2013 – May 2017

NORTH ANDOVER, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · September 17, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS CAPITAL CORPORATION

CRD 112323 · SEC 801-21957

AUM

$591M

Regulatory assets under management

Employees

1,413 client accounts

Services offered by COMPASS CAPITAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS CAPITAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Cristina Claire Licciardello Lippman offer?

Cristina Claire Licciardello Lippman specializes in Financial Planning, Investment Management, Wealth Management.

What are Cristina Claire Licciardello Lippman's credentials?

Cristina Claire Licciardello Lippman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cristina Claire Licciardello Lippman located?

Cristina Claire Licciardello Lippman is based in BRAINTREE, Massachusetts, last registered with COMPASS CAPITAL CORPORATION.

How does Cristina Claire Licciardello Lippman charge for services?

Cristina Claire Licciardello Lippman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS CAPITAL CORPORATION?

COMPASS CAPITAL CORPORATION has approximately 15 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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