Unclaimed Profile

Kim Ciccarelli Kantor

CICCARELLI ADVISORY SERVICES INC·NAPLES, Florida

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 65CFPClean record40 years registeredCICCARELLI ADVISORY SERVICES INC

9601 TAMIAMI TRAIL NORTH, NAPLES, FL 34108CRD# 1106058Firm CRD# 110904

Profile Verification

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

Identity

Kim Ciccarelli Kantor · NAPLES, FL

Registration

CRD #1106058 · CICCARELLI ADVISORY SERVICES INC · 40 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Nov 2023 – present

CICCARELLI ADVISORY SERVICES INC

May 1986 – present

FSC SECURITIES CORPORATION

Sep 1992 – Nov 2023

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · May 9, 1986

Years registered · 40

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 Kim Ciccarelli Kantor offer?

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

What are Kim Ciccarelli Kantor's credentials?

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

Where is Kim Ciccarelli Kantor located?

Kim Ciccarelli Kantor 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 Kim Ciccarelli Kantor charge for services?

Kim Ciccarelli Kantor'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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