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

141 Fernwood Drive
Glenview, IL 60025

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

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in Glenview, IL

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Susan, a Retired School Teacher from New York


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:   Alternative Investments , fixed income covered call strategy , Exchange Traded Funds (ETFs) , 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



FAQs

  • Do you have a customer satisfaction or refund policy? Yes. Our investment fees are billed one quarter in advance, therefore our management fee is refunded on a pro-rated basis.
  • What services do you provide? What are your specialties? We are an active exchange traded fund (ETF) manager and do not use a "buy and hold" strategy. Our specialty is providing a conservative investment approach, and the ability to use covered call options to increase income and reduce the volatility of your account. We have 3 strategies we can employ for your account. For more information regarding these strategies please contact us.
  • What is your experience? How many clients do you currently manage? 30 years of experience as a proprietary floor trader at the Chicago Board Options Exchange and Chicago Board of Trade. Series 65, former Series 7, Accredited Investment Fiduciary Analyst (AIFA).
  • What financial institution(s) do you represent? We only represent our clients. We do however manage retirement accounts at Fidelity, Ameritrade and Scottrade.
  • How do you charge for your services? We charge our clients a annual management based on the strategy you choose. We bill on a quarterly basis, one quarter in advance. Our fees our typically "auto-debited" for your convenience on the closing end of quarter balance of your account.
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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
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