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Cenacle Capital Management, LLC | Financial Advisor in Glenview ,IL

Cenacle Capital Management, LLC

141 Fernwood Drive
Glenview, IL 60025
Phone: (847) 983-7414

Advisors Using Call Options


About

Our investment experience is brought together to provide a balanced portfolio that can take advantage of changing trends in equities, bonds, commodities, and currencies. Our goal is to increase returns while lowering portfolio risk and expenses. We offer several portfolio management approaches utilizing low cost Exchange Traded Funds (ETFs) and call option strategies to enhance income.

30 Years of Experience


  • CRD# 2347701
  • Firm CRD# 130804
  • Insurance License# none
  • Series 65

General Information
Firm Start Year:   2004
No.of Employees:   1
Name of Broker/Dealer:   Scottrade
Name of Custodial Firm:   Scottrade
States Licensed in:   Series 65, former Series 7, Accredited Investment Fiduciary Analyst.
Number of Years with Current Firm:   7
Work Experience:   30 years of real world experience, "grinding it out" as an independent floor trader at Chicago Board Options Exchange and Chicago Board of Trade.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses , private pension plans


Services
Investment Types:   Exchange Traded Funds (ETFs) , fixed income covered call strategy , Alternative Investments , Options & Futures


Qualifications & Memberships
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Fi360, the leading advocate for promoting a culture of fiduciary responsibility.


Firm Information
Number of Advisors in Office:   Up to 10 employees
I work with clients as part of a team:   Yes


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100K -250K
Compensation Methods:   Based on Assets
Hourly Rate:   0
Flat Fee Rate:   0


Bill Ulivieri-Principal

Bill Ulivieri-Principal

AIF

Communities Served

Currently register in Illinois but can have clients in other States.

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM