Unclaimed Profile

Edward Phillip Cicchillo

DILIGENT INVESTORS, LLC·BANNING, California

Series 7, Series 66Clean record25 years registeredDILIGENT INVESTORS, LLC

132 WEST RAMSEY STREET, BANNING, CA 92220CRD# 4208501Firm CRD# 158708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Phillip Cicchillo · BANNING, CA

Registration

CRD #4208501 · DILIGENT INVESTORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DILIGENT INVESTORS, LLC

DILIGENT INVESTORS, LLC

Aug 2011 – Jan 2019

REDLANDS, CA

FIRST ALLIED SECURITIES, INC.

Jun 2005 – Aug 2011

HEMET, CA

ROUND HILL SECURITIES, INC.

Jun 2004 – Jun 2005

TEMECULA, CA

FIRST ALLIED SECURITIES, INC.

Mar 2001 – Jun 2004

HEMET, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DILIGENT INVESTORS, LLC

CRD 158708 · SEC 801-72643

AUM

$617M

Regulatory assets under management

Employees

1,853 client accounts

Services offered by DILIGENT INVESTORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DILIGENT INVESTORS, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Phillip Cicchillo offer?

Edward Phillip Cicchillo specializes in Financial Planning, Investment Management, Wealth Management.

What are Edward Phillip Cicchillo's credentials?

Edward Phillip Cicchillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Phillip Cicchillo located?

Edward Phillip Cicchillo is based in BANNING, California, last registered with DILIGENT INVESTORS, LLC.

How does Edward Phillip Cicchillo charge for services?

Edward Phillip Cicchillo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DILIGENT INVESTORS, LLC?

DILIGENT INVESTORS, LLC has approximately 4 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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