Zachary John Ciampa
Investment adviser representative at Wincap Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$223.1MFirm assets
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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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wincap Financial LLCNov 2023 to now
- John Hancock Distributors LLCMay 2020 to Nov 2023
- John HancockApr 2020 to Nov 2023
- Charles Schwab Investment Advisory, Inc.Jul 2019 to Apr 2020
- Charles Schwab & Co., Inc.May 2017 to Jul 2019
- Charles Schwab BankMay 2017 to Jul 2019
- Fidelity Brokerage Services LLCAug 2015 to May 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wincap Financial LLC
$223.1MAssets managed
270Clients
7Advisers
2 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
- 6553734
- Firm CRD
- 315798