Andrew Richard Sylvia

Employer firm

Ccm Investment Management, LLC CRD 290483

$20.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INSURANCE SALES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 11/2019
  Securian Financial Services, Inc.
  St. Paul, MN
• 09/2016 → 11/2019
  Minnesota Life Insurance Co.
  St. Paul, MN
• 09/2016 → 11/2019
  Pioneer Financial Group
  Warwick, RI
• 07/2009 → Present
  Dartmouth Public Schools
  Dartmouth, MA
• 12/2021 → Present
  East Coast Clinical Health
  Fall River, MA
• 12/2019 → Present
  Ccm Investment Management, Llc
  New Bedford, MA
• 05/2022 → Present
  Rhode Island School Of Design
  Providence, RI

Previous Registrations

• 2017-01-18 → 2019-11-27
  Securian Financial Services, Inc.
  Warwick, RI

Other Businesses

Business Name: East Coast Clinical Health INVESTMENT RELATED: No ADDRESS: Fall River, MA NATURE: Urgent medical care POSITION: EMT Title: Employee START DATE: 12/2021 NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 DESCRIPTION: Emergency Medical Care Business name: DARTMOUTH PUBLIC SCHOOLS INVESTMENT RELATED: No ADDRESS: , Dartmouth MA , United States NATURE: Public School POSITION: Employee Title: Employee START DATE: 07/01/2009 NUMBER OF HOURS: Varies, Seasonal SECURITIES TRADING HOURS: 4 DESCRIPTION: Maintenance Worker Business name: Rhode Island School of Design INVESTMENT RELATED: No ADDRESS: , Providence, RI NATURE: College POSITION: Campus Security Officer Title: Employee START DATE: 05/31/2022 NUMBER OF HOURS: 40/week SECURITIES TRADING HOURS: 5 hrs/week DESCRIPTION: On campus security detail. Mainly work overnight shift.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-29