Adam Ciepiela is a registered investment advisor, based in Albuquerque, NM, with 16 years of industry experience.
Location
5951 Jefferson Ct. NE., Albuquerque, NM, 87109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a partner at Charles Stephen and Co., an agent, an investment advisor at The Ameriflex Group (nearly full-time), and a board member for multiple organizations. He also works as a fixed insurance agent, dedicating a few hours per week to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations23 states
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