Open An Account

Quick, Easy, and Fully-Electronic

Want to Join the Cullen Cioffi family?

Open and Fund a New Account or Transfer an existing Account from another firm.

the Cullen Cioffi Difference

• Proprietary trading and portfolio asset allocation techniques typically only reserved for institutional investors with billions of dollars.

• Get the expertise & knowledge of the Cullen Cioffi Capital Management investment team.

• Get a customized portfolio designed specifically for your individual risk tolerance.

• Take advantage of Tax-Loss Harvesting to increase portfolio returns and lower any possible tax liability.

• Get access to up to 45 different asset classes for a truly diversified portfolio.

• Automatic portfolio rebalancing to reduce risk and maximize investment returns.

• No fees or commissions on any trades within your portfolio.

• Cash within your account is FDIC insured.

• Easily set up onetime or recurring deposits and withdrawals.

• Easily access account balances online or the mobile app.

Types of Accounts

• Individual Brokerage

• Custodial IRA

• Joint Tenants with Rights of Survivorship

• Tenants in Common

• Community Property

• Revocable Living Trust

• Roth IRA

• Traditional IRA

• Rollover IRA

• SEP-IRA*

• SIMPLE IRA*

• Inherited IRA

• Transfer on Death (TOD)**

* SEP-IRA and SIMPLE IRA plans require additional documentation that will be mailed to the account holder.

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**Transfer on Death (TOD) / Designated Beneficiary Accounts can be added to existing brokerage account once it has been opened.

Interested in opening an account not listed above?

Such as:

• ​Company Retirement Account (CRA)

• Qualified Retirement Plan (QRP)

• Personal Defined Benefit Plan

• Charitable Giving Account

• 529 College Savings Plan

• Education Savings Account (ESA)

• Organizational Brokerage Account

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Email ryan@cullencioffi.com or call (513) 508-3183 to request an account application.