Anthony
Carimi
Ccm Investment Advisers, LLC
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About this Advisor
Anthony Carimi is a financial advisor based in Columbia, South Carolina, working with Ccm Investment Advisers, LLC. Anthony has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Bank N.A, Wells Fargo Clearing Services, LLC, Synovus Bank, and Synovus Securities, Inc. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Anthony is part of Ccm Investment Advisers, LLC, which operates out of Columbia, South Carolina. The firm has 11 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Ccm Investment Advisers, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ccm Investment Advisers, LLC Brokerage Details
$1,093,282,659
11
906
$1,206,714
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Anthony Carimi Work History
Synovus Bank
Synovus Securities, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank N.A
Disclosures
Please visit the SEC profile of Anthony Carimi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ccm Investment Advisers, LLC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
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