Unclaimed Profile

Anthony Michael Ward

CFM ADVISORS INC·HAUPPAUGE, New York

Clean recordCFM ADVISORS INC

1373 VETERANS HIGHWAY, HAUPPAUGE, NY 11788CRD# 2465145Firm CRD# 111581

Profile Verification

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

Identity

Anthony Michael Ward · HAUPPAUGE, NY

Registration

CRD #2465145 · CFM ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anthony Michael Ward is a registered financial advisor based in HAUPPAUGE, New York, affiliated with CFM ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CFM ADVISORS INC

CCG INVESTMENTS

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CFM ADVISORS INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2465145

Firm CRD# 111581

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anthony Michael Ward offer?

Anthony Michael Ward specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HAUPPAUGE, New York for a consultation.

What are Anthony Michael Ward's credentials?

Anthony Michael Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Michael Ward located?

Anthony Michael Ward is based in HAUPPAUGE, New York, working with CFM ADVISORS INC. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.

How does Anthony Michael Ward charge for services?

Anthony Michael Ward's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CFM ADVISORS INC?

CFM ADVISORS INC has approximately 5 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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