TC
Thomas R. Cirincione
FOURTH DIMENSION WEALTH
MIDDLEBURG HEIGHTS, OH 44130
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CRD#: 8011975
TC
Professional summary
Thomas R Cirincione, who also goes by Thomas Cirincione, is a registered financial advisor currently at FOURTH DIMENSION WEALTH, LLC located in Middleburg Heights, Ohio.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas Cirincione
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas R Cirincione'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®
NoneExperience
Current
December 10, 2024 - Present
FOURTH DIMENSION WEALTH, LLC
Office #1: 16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130RIA
CRD#: 306703
MIDDLEBURG HEIGHTS, OH
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".
FD
FOURTH DIMENSION WEALTH, LLC
CLEAR GOAL FINANCIAL, LLC | SEMPER FIDELIS FINANCIAL | LAKEPOINTE ADVISORS LLC | FOURTH DIMENSION WEALTH, LLC
CRD#: 306703 / SEC#: 801-127881
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)Florida
Registered Investment Advisory firm - (6/2/2023 Terminated)Ohio
Registered Investment Advisory firm - (6/2/2023 Terminated)Texas
Registered Investment Advisory firm - (6/2/2023 Terminated)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(12/10/2024)
Exams
Current Firm
FD
FOURTH DIMENSION WEALTH, LLC
CLEAR GOAL FINANCIAL, LLC | SEMPER FIDELIS FINANCIAL | LAKEPOINTE ADVISORS LLC | FOURTH DIMENSION WEALTH, LLC
CRD#: 306703 / SEC#: 801-127881
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)Florida
Registered Investment Advisory firm - (6/2/2023 Terminated)Ohio
Registered Investment Advisory firm - (6/2/2023 Terminated)Texas
Registered Investment Advisory firm - (6/2/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130
Mailing Address
Phone number
(440) 664-4045
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,055 |
| AUM (Assets Under Management) | $ 283,639,266 |
Red Flags
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