Anthony Franklin Carimi
Investment adviser representative at Ccm Investment Advisers, LLC
16 yearsExperience
1 stateRegistered in
$1.5BFirm assets
39 yearsFirm 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
16 years in the industry.
- Ccm Investment Advisers, LLCMay 2022 to now
- Synovus BankMay 2017 to now
- Synovus Securities, Inc.May 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors LLCMay 2012 to Nov 2016
- Wells Fargo Bank N.A.Feb 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (SC).
Ccm Investment Advisers, LLC
$1.5BAssets managed
916Clients
8Advisers
39 yearsIn 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
- 6022040
- Firm CRD
- 105743