AdvisorOS Directory
Claim Profile
TC

Tara Maria Chiappone

CJM FISCAL MANAGEMENT, INC.·DEER PARK, New York
Unclaimed Profile
724 LONG ISLAND AVENUE, DEER PARK, NY 11729CRD# 4886250Firm CRD# 154712
01

About

Tara Maria Chiappone is a registered financial advisor based in DEER PARK, New York, affiliated with CJM FISCAL MANAGEMENT, INC.. 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
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# 4886250
Firm CRD# 154712
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DEER PARK?

Browse all registered financial advisors in DEER PARK, New York or claim this profile if it's yours.

Browse DEER PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tara Maria Chiappone offer?
Tara Maria Chiappone specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DEER PARK, New York for a consultation.
What are Tara Maria Chiappone's credentials?
Tara Maria Chiappone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tara Maria Chiappone located?
Tara Maria Chiappone is based in DEER PARK, New York, working with CJM FISCAL MANAGEMENT, INC.. Their office serves clients in the DEER PARK metropolitan area and surrounding communities.
How does Tara Maria Chiappone charge for services?
Tara Maria Chiappone'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 FISCAL MANAGEMENT, INC.?
CJM FISCAL MANAGEMENT, INC. has approximately 8 employees and manages $430M 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 in DEER PARK
Micah Bielski — CJM FISCAL MANAGEMENT, INC.Charles Joseph Massimo — CJM WEALTH MANAGEMENT LLCPeter Souren Anastasian — CJM WEALTH MANAGEMENT LLCKelly Antoinette Fiume — CJM FISCAL MANAGEMENT, INC.Stephanie Jean Lyons — CJM FISCAL MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile