Patrick Ciummo (CRD# 5165692) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Glendale, RI and has over 12 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Glendale, RI | Aug 2021 - Current | 2 |
| Bank Of America, N.a. | Lincoln, RI | Jan 2015 - Jul 2021 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Dec 2014 - Jul 2021 | 6 |
| Wts Proprietary Trading Group, LLC | New York, NY | May 2014 - Nov 2014 | < 1 |
| Cantella And Company, Inc. | Boston, MA | May 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- RI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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