Company Information

Get to know James V Cipriotti, Wealth Manager

Cipriotti Wealth Management Group operates as a specialized team under the umbrella of Wells Fargo Advisors. With over three decades of experience, their stated mission is to provide clients with targeted, comprehensive financial advice and portfolio management, delivered with a high level of personal service and professional integrity. The group focuses on developing customized investment plans and strategies to help clients meet their financial goals, leveraging the resources and platform of its parent company, Wells Fargo.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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James V Cipriotti, Wealth Manager

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.