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Anthony J. Ciaramitaro

SHEPHERD FINANCIAL PARTNERS
Winchester, MA 01890
Some features on this profile are disabled
CRD#: 7205970
AC

Professional summary

Anthony Joseph Ciaramitaro, who also goes by Anthony J Ciaramitaro, Anthony Ciaramitaro, is a registered financial advisor currently at SHEPHERD FINANCIAL PARTNERS, LLC located in Winchester, Massachusetts and LPL FINANCIAL LLC located in Winchester, Massachusetts.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Anthony has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony J Ciaramitaro | Anthony Ciaramitaro

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 Anthony Joseph Ciaramitaro's CRS (Customer Relationship Summary).
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

March 19, 2026 - Present

SHEPHERD FINANCIAL PARTNERS, LLC

Office #1: 1004 Main Street, Winchester, MA 01890
RIA
CRD#: 169093
Winchester, MA
Current

January 30, 2026 - Present

LPL FINANCIAL LLC

Office #1: 1004 Main Street, Winchester, MA 01890
RIA
BD
CRD#: 6413
Winchester, MA
Past

February 13, 2025 - September 18, 2025

CHARTER OAK CAPITAL MANAGEMENT

RIA
CRD#: 120870
PORTSMOUTH, NH
Past

September 28, 2023 - December 20, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
WOBURN, MA
Past

August 4, 2023 - December 20, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
WOBURN, MA
Past

April 1, 2023 - May 12, 2023

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SHEPHERD FINANCIAL PARTNERS, LLC
SHEPHERD FINANCIAL PARTNERS, LLC | SPECIAL NEEDS FINANCIAL PLANNING

CRD#: 169093 / SEC#: 801-106533

RIA
Registered Investment Advisory firm - (8/24/2015 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(1/30/2026)
IAR
Massachusetts
(3/26/2026)
IAR
Texas
(3/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/1/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/21/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SF
SHEPHERD FINANCIAL PARTNERS, LLC
SHEPHERD FINANCIAL PARTNERS, LLC | SPECIAL NEEDS FINANCIAL PLANNING

CRD#: 169093 / SEC#: 801-106533

RIA
Registered Investment Advisory firm - (8/24/2015 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1004 Main Street, Winchester, MA 01890
Mailing Address
Phone number
(781) 756-1804
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 26 2025 SFP FORM ADV PART 2A FINAL (3/26/2025)
03 26 2025 SFP FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE FINAL (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,779
AUM (Assets Under Management)$ 1,138,180,837

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.

Company Information

SHEPHERD FINANCIAL PARTNERS, LLC

CRD#: 169093Winchester, MA 01890

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