William Brett Ciccone
Investment adviser representative at Compass Private Wealth Group LLC
13 yearsExperience
1 stateRegistered in
$113.3MFirm assets
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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Compass Private Wealth Group LLCNov 2021 to now
- Bank of America, N.A.Nov 2018 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Nov 2021
- JP Morgan Securities LLCNov 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Compass Private Wealth Group LLC
$113.3MAssets managed
80Clients
3Advisers
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
- 5822448
- Firm CRD
- 316785