James V. Cipriotti
Professional summary
James Vincent Cipriotti, AIF®, who also goes by Jim Cipriotti, is a registered financial advisor currently at RETIRE READY WEALTH MANAGEMENT located in Radnor, Pennsylvania.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. James has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Vincent Cipriotti's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2022 - Present
RETIRE READY WEALTH MANAGEMENT
Office #1: 150 North Radnor Chester Road Suite F-200, Radnor, PA 19087January 4, 2005 - October 31, 2006
VOYA FINANCIAL ADVISORS, INC.
October 24, 2001 - October 8, 2003
HORNOR, TOWNSEND & KENT, LLC
September 8, 1998 - October 22, 2001
PRUCO SECURITIES, LLC.
April 17, 1998 - July 30, 1998
DMG SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/10/2025)
(10/29/2024)
(2/11/2022)
Exams
Current Firm
RETIRE READY WEALTH MANAGEMENT
CRD#: 316942 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 216 |
| AUM (Assets Under Management) | $ 35,918,000 |
Red Flags
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