Charles Joseph Massimo

Current Employers

Employment History

• 09/2007 → 03/2018
  H. Beck, Inc.
  Rockville, MD
• 05/2018 → 09/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2005 → 08/2020
  Cjm Fiscal Management D/B/A Cjm Wealth Management
  Deer Park, NY
• 08/2005 → 08/2020
  Cjm Wealth Management Llc
  Deer Park, NY
• 08/2005 → 08/2020
  Cjm Wealth Management, Llc
  Deer Park, NY
• 09/2020 → 06/2025
  Lpl Financial, Llc
  Deer Park, NY
• 09/2020 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 09/2020 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 09/2020 → Present
  Wealth Enhancement Group
  Plymouth, MN

Other Businesses

1. 9/1/2020 - CP COMMACK LLC - Investment Related - 724 Long Island Ave Deer Park, NY 11729 - Real Estate Rental - Co-owner - Started 2019 - 0 Hours Per Month - Time Spent 0%. 2. 9/1/2020 - CJM FISCAL REALTY LLC - Investment Related - 724 Long Island Ave Deer Park, NY 11729 - Real Estate Rental - Co-owner - Started 2009 - 2 Hours Per Month/0 Hours During Securities Trading - Time Spent 5%. 3. 9/1/2020 - Wealth Enhancement Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 9/1/2020 - 10 Hours Per Month During Securities Trading - Time Spent 30% - Life, accident/health, LTC. 4. 9/1/2020 - AUTISM COMMUNITIES - Not Investment Related - 829 Old Nichols Rd Islandia, NY 11749 - Non-Profit Board Member - Founder - Started 2017 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 5%. 5. 9/15/2020 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/1/2020 - 80 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 6. 1/3/2022 - No Business Name - Investment Related - Other-Passive owner in a franchise called DripBa - Start Date 1/3/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 7. The Kindness Portfolio - Investment Related - Deer Park, NY - Self Published Author - Start Date: 12/2025 - 10 Hours Spent Per Month, 10 Hours Spent During Trading Hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-17
• S63 Uniform Securities Agent State Law Examination
  1996-08-30

Other Names

• Charles J Massimo