Ciccarelli Advisory Services Inc.

Ciccarelli Advisory Services Inc. (CRD# 110904) is a financial advisory firm headquartered in Naples, FL. They manage $559,058,215 in 2,250 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    559
    MILLION
  • Total Number of Accounts
    2,250
    ACCOUNTS
  • Average Account Value
    $248,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, IL, MA, NY, PA

Financial Advisors at Ciccarelli Advisory Services Inc.
No Advisor Found.
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