Carmen J. Ilacqua

C.N.M. MANAGEMENT

Cleveland, OH 44122

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CRD#: 1806158

Professional summary

Carmen Joseph Ilacqua is a registered financial advisor currently at C.N.M. MANAGEMENT, LLC located in Cleveland, Ohio.

Carmen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Carmen has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carmen Joseph Ilacqua's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 18, 1999 - Present

C.N.M. MANAGEMENT, LLC

Office #1: 2000 Auburn Drive Suite 300, Cleveland, OH 44122

RIA

CRD#: 121035

Cleveland, OH

Past

July 9, 1988 - January 12, 1995

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/18/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/8/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/16/1988

General Securities Representative Examination

Current Firm

C.N.M. MANAGEMENT, LLC

C.N.M. MANAGEMENT, L.L.C. | C.N.M. MANAGEMENT, LLC

CRD#: 121035 / SEC#:

Ohio

Registered Investment Advisory firm - (10/18/1999 Approved)

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Contact information

Main Address

Mayfield Village, OH

Mailing Address

Phone number

(216) 825-4000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 7,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Carmen J. Ilacqua

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carmen Joseph Ilacqua's CRS (Customer Relationship Summary).

Certified licenses

Experience

C.N.M. MANAGEMENT, LLC

KEYBANC CAPITAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/8/1988

Series 7

Date: 4/16/1988

Current Firm

C.N.M. MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

C.N.M. MANAGEMENT, LLC

TRUST BUT VERIFY

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