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CICCARELLI ADVISORY SERVICES INC
CRD 110904 · SEC 801-26103
9601 TAMIAMI TRAIL NORTH, NAPLES, FL, 34108, United States
Phone
239-262-6577
Fax
239-649-6315
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.59B
Discretionary AUM
$0
Team
16 total employees; 13 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-11-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3007 | $615.1M |
| High net worth individuals | 546 | $971.2M |
States served
AK, AZ, AR, CA, CO, DC, GA, IL, IN, ME, MD, MA, MI, MN, MS, NJ, NM, NY, NC, OH, OK, PA, RI, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD