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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-06-29
  • CT RA
    APPROVED
    Since 2023-06-29

Branch Locations

2278 Waterbury Rd, Cheshire, CT 06410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ciampi Tax Cheshire CT 01/1990 Present
Cetera Wealth Services, Llc El Segundo CA 01/2013 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Ciampi Financial Services, Inc Cheshire CT 12/2025 08/2026
Ciampi Wealth Management Cheshire CT 06/2026 Present
  • 01/1990 → Present
    Ciampi Tax
    Cheshire, CT
  • 01/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 12/2025 → 08/2026
    Ciampi Financial Services, Inc
    Cheshire, CT
  • 06/2026 → Present
    Ciampi Wealth Management
    Cheshire, CT
Other Businesses

1) SELLS LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE; 2)CIAMPI TAX AND FINANCIAL SERVICES, LLC TAX PLANNING; 3) NAME OF OTHER BUSINESS: CIAMPI WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2026;, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: ST PAUL CATHOLIC HIGH SCHOOL, INVESTMENT RELATED: NO, ADDRESS: 1001STAFFORD AVE, BRISTOL, CT, 06010, NATURE OF BUSINESS: SCHOOL, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: BOD, VICE CHAIRMAN, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSIST IN THE DIRECTION AND MISSION OF THE SCHOOL; 5) NAME OF OTHER BUSINESS: ST PAUL CATHOLIC HIGH SCHOOL - ENDOWMENT INVESTMENT COMMITTEE, INVESTMENT RELATED: NO, ADDRESS: 1001STAFFORD AVE, BRISTOL, CT, 06010, NATURE OF BUSINESS: SCHOOL, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: BOD, VICE CHAIRMAN, APX NUMBER OF HOURS PER WEEK: 1, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE ASSET ALLOCATION AND INVESTMENT DIRECTION FOR THE SCHOOL'S ENDOWMENT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-13
  • S66 Uniform Combined State Law Examination
    2001-09-13
Other Names
  • Donald Joseph Ciampi

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