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Are you currently a financial advisor, investment advisor, or broker at another firm?
As of February 8, 2022, Cullen Cioffi Capital Management is a signing member of the "Protocol for Broker Recruiting" also known as the "Broker Protocol". This means that if you are intending to leave your current firm for Cullen Cioffi Capital Management, and they are a signing member of the broker protocol, you are entitled to take certain client account information with you including: client name, address, phone number, email address, and account title of the clients that you served while at the firm. To view the broker protocol directory to see if your firm is a member, click here.
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