Advisor at CCM Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CCM Investment Management, LLC
Location
New Bedford, MA 02744
Credentials
Series 66
Industry experience
9 years
Andrew Sylvia is a financial advisor with CCM Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Pioneer Financial Group and Minnesota Life Insurance Co., and concurrently holds positions outside finance, including as an EMT at East Coast Clinical Health, a maintenance worker for Dartmouth Public Schools, and a campus security officer at the Rhode Island School of Design. CCM Investment Management provides discretionary and non-discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation largely through passive ETFs, incorporates academic models, and manages approximately $18.7 million across about 103 accounts.
Based on CCM Investment Management, LLC
$0 - $50,000: 1.45% $50,000.01 - $250,000: 1.30% $250,000.01 - $500,000: 1.15% $500,000.01 - $1,000,000: 0.95% $1,000,000.01 - $2,000,000: 0.75% $2,000,000.01 - $5,000,000: 0.60% $5,000,000.01+: 0.45%
Compensation received for sale of non-variable life insurance, non-variable annuities and other life/health insurance products; no commissions on mutual funds, variable insurance products, or other securities.
$150/hour for financial planning services
Account minimum: $100,000
651 Orchard St., Suite 204 A
New Bedford, MA 02744
Massachusetts · Rhode Island
Rhode Island School of Design
2022 - Present (4 years)
East Coast Clinical Health
2021 - Present (5 years)
CCM Investment Management, LLC
2019 - Present (7 years)
Pioneer Financial Group
2016 - 2019 (3 years)
Minnesota Life Insurance Co.
2016 - 2019 (3 years)
Securian Financial Services, Inc.
2016 - 2019 (3 years)
Bridgewater State University
2011 - 2016 (5 years)
Dartmouth Public Schools
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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South Coast Planning & Wealth Management
South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.
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