Unclaimed Profile

Jill Ciccarelli Rapps

CICCARELLI ADVISORY SERVICES INC·NAPLES, Florida

SIE, Series 7, Series 63, Series 65CFPClean record33 years registeredCICCARELLI ADVISORY SERVICES INC

9601 TAMIAMI TRAIL NORTH, NAPLES, FL 34108CRD# 2094363Firm CRD# 110904

Profile Verification

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

Identity

Jill Ciccarelli Rapps · NAPLES, FL

Registration

CRD #2094363 · CICCARELLI ADVISORY SERVICES INC · 33 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Nov 2023 – present

CICCARELLI ADVISORY SERVICES INC

Jan 1994 – present

FSC SECURITIES CORPORATION

Sep 1992 – Nov 2023

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 25, 1992

Years registered · 33

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CICCARELLI ADVISORY SERVICES INC

CRD 110904 · SEC 801-26103

AUM

$1.4B

Regulatory assets under management

Employees

3,528 client accounts

Services offered by CICCARELLI ADVISORY SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CICCARELLI ADVISORY SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Jill Ciccarelli Rapps offer?

Jill Ciccarelli Rapps specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.

What are Jill Ciccarelli Rapps's credentials?

Jill Ciccarelli Rapps holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jill Ciccarelli Rapps located?

Jill Ciccarelli Rapps is based in NAPLES, Florida, working with CICCARELLI ADVISORY SERVICES INC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Jill Ciccarelli Rapps charge for services?

Jill Ciccarelli Rapps's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CICCARELLI ADVISORY SERVICES INC?

CICCARELLI ADVISORY SERVICES INC has approximately 15 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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