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Charles Joseph Massimo

CJM WEALTH MANAGEMENT LLC·DEER PARK, New York
Clean recordCJM WEALTH MANAGEMENT LLC
724 LONG ISLAND AVENUE, DEER PARK, NY 11729CRD# 1535863Firm CRD# 154712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Joseph Massimo · DEER PARK, NY
Registration
CRD #1535863 · CJM WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Joseph Massimo is a registered financial advisor based in DEER PARK, New York, affiliated with CJM WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CJM WEALTH MANAGEMENT LLC
CJM WEALTH MANAGEMENT LLC
AUM
$430M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CJM WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1535863
Firm CRD# 154712
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Joseph Massimo offer?
Charles Joseph Massimo specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DEER PARK, New York for a consultation.
What are Charles Joseph Massimo's credentials?
Charles Joseph Massimo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Joseph Massimo located?
Charles Joseph Massimo is based in DEER PARK, New York, working with CJM WEALTH MANAGEMENT LLC. Their office serves clients in the DEER PARK metropolitan area and surrounding communities.
How does Charles Joseph Massimo charge for services?
Charles Joseph Massimo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CJM WEALTH MANAGEMENT LLC?
CJM WEALTH MANAGEMENT LLC has approximately 8 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CJM WEALTH MANAGEMENT LLC

Diane Eileen Peters
DEER PARK, NY
Stephanie Jean Lyons
DEER PARK, NY
Kelly Antoinette Fiume
DEER PARK, NY
Micah Bielski
DEER PARK, NY
Peter Souren Anastasian
DEER PARK, NY
Tara Maria Chiappone
DEER PARK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in New YorkNational Fee Analysis
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