James Vincent Cipriotti
Investment adviser representative at Retire Ready Wealth Management
19 yearsExperience
3 statesRegistered in
$100.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Retire Ready Wealth ManagementDec 2021 to now
- Self-employedJun 2002 to now
- Impact Partnership Wealth, LLCJul 2021 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
Retire Ready Wealth Management
Legal name: Retire Ready Wealth Management, LLC
$100.1MAssets managed
535Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3021100
- Firm CRD
- 316942