AdvisorOS Directory
Claim Profile
KK

Kim Ciccarelli Kantor

CICCARELLI ADVISORY SERVICES INC·NAPLES, Florida
Unclaimed Profile
9601 TAMIAMI TRAIL NORTH, NAPLES, FL 34108CRD# 1106058Firm CRD# 110904
01

About

Kim Ciccarelli Kantor is a registered financial advisor based in NAPLES, Florida, affiliated with CICCARELLI ADVISORY SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CICCARELLI ADVISORY SERVICES INC
CICCARELLI ADVISORY SERVICES INC
AUM
$1.4B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at CICCARELLI ADVISORY SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1106058
Firm CRD# 110904
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES AdvisorsAre you this advisor? Claim profile
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CICCARELLI ADVISORY SERVICES INC

Jill Ciccarelli Rapps
NAPLES, FL
Raymond Frank Ciccarelli
NAPLES, FL
Paul Frank Ciccarelli
NAPLES, FL
Geral Jean Smith
NAPLES, FL

More Advisors in NAPLES, Florida

Domenic Jay Ferrante
TFG DIGITAL ASSETS LLC·NAPLES, FL
Joao Mauricio Chagas De Oliveira
TERRACAP MANAGEMENT LLC·NAPLES, FL
Kerry Mcguire Geroy
NAPLES GLOBAL ADVISORS LLC·NAPLES, FL
Barron G. Collier
HALSTATT MANAGEMENT COMPANY, LLC·NAPLES, FL
Bradley Eric Cooper
CAPITAL Z PARTNERS MANAGEMENT, LLC·NAPLES, FL
Brian Joseph Bruneau
NAPLES WEALTH PLANNING, LLC·NAPLES, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile