Unclaimed Profile

Karen Ciszewski Cole

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, Massachusetts

Series 3, Series 6, Series 7, Series 63, Series 65Clean record25 years registeredIPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

53. S. MAIN STREET, IPSWICH, MA 01938-2321CRD# 1208070Firm CRD# 106625

Profile Verification

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

Identity

Karen Ciszewski Cole · IPSWICH, MA

Registration

CRD #1208070 · IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

Apr 2014 – Nov 2017

IPSWICH, MA

FREEDOM CAPITAL MANAGEMENT LLC

May 2002 – Oct 2003

BOSTON, MA

FREEDOM CAPITAL MANAGEMENT CORP

Jun 2001 – May 2002

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 6, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

CRD 106625 · SEC 801-26465

AUM

$638M

Regulatory assets under management

Employees

528 client accounts

Services offered by IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Karen Ciszewski Cole offer?

Karen Ciszewski Cole specializes in Investment Management, Wealth Management.

What are Karen Ciszewski Cole's credentials?

Karen Ciszewski Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Ciszewski Cole located?

Karen Ciszewski Cole is based in IPSWICH, Massachusetts, last registered with IPSWICH INVESTMENT MANAGEMENT COMPANY, INC..

How does Karen Ciszewski Cole charge for services?

Karen Ciszewski Cole'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 IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.?

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. has approximately 11 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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