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William Brett Ciccone

COMPASS PRIVATE WEALTH GROUP LLC·SHORT HILLS, New Jersey
Clean recordCOMPASS PRIVATE WEALTH GROUP LLC
51 JFK PARKWAY, SHORT HILLS, NJ 07078CRD# 5822448Firm CRD# 316785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Brett Ciccone · SHORT HILLS, NJ
Registration
CRD #5822448 · COMPASS PRIVATE WEALTH GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Brett Ciccone is a registered financial advisor based in SHORT HILLS, New Jersey, affiliated with COMPASS PRIVATE WEALTH GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COMPASS PRIVATE WEALTH GROUP LLC
COMPASS PRIVATE WEALTH GROUP LLC
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at COMPASS PRIVATE WEALTH GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5822448
Firm CRD# 316785
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Brett Ciccone offer?
William Brett Ciccone specializes in Financial Planning, Investment Management. Contact their office in SHORT HILLS, New Jersey for a consultation.
What are William Brett Ciccone's credentials?
William Brett Ciccone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Brett Ciccone located?
William Brett Ciccone is based in SHORT HILLS, New Jersey, working with COMPASS PRIVATE WEALTH GROUP LLC. Their office serves clients in the SHORT HILLS metropolitan area and surrounding communities.
How does William Brett Ciccone charge for services?
William Brett Ciccone'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 PRIVATE WEALTH GROUP LLC?
COMPASS PRIVATE WEALTH GROUP LLC has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMPASS PRIVATE WEALTH GROUP LLC

Travis Morgan Cimino
SHORT HILLS, NJ
Manuel Ruiz
SHORT HILLS, NJ

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