Unclaimed Profile

Paul Frank Ciccarelli

CICCARELLI ADVISORY SERVICES INC·NAPLES, Florida

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFC33 years registeredCICCARELLI ADVISORY SERVICES INC

9601 TAMIAMI TRAIL NORTH, NAPLES, FL 34108CRD# 2066191Firm CRD# 110904

Profile Verification

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

Identity

Paul Frank Ciccarelli · NAPLES, FL

Registration

CRD #2066191 · CICCARELLI ADVISORY SERVICES INC · 33 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Nov 2023 – present

CICCARELLI ADVISORY SERVICES INC

Feb 1993 – present

FSC SECURITIES CORPORATION

Sep 1992 – Nov 2023

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 25, 1992

Years registered · 33

Professional designations · CFP, ChFC

Disclosure History

2010Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Paul Frank Ciccarelli offer?

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

What are Paul Frank Ciccarelli's credentials?

Paul Frank Ciccarelli holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Frank Ciccarelli located?

Paul Frank Ciccarelli 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 Paul Frank Ciccarelli charge for services?

Paul Frank Ciccarelli'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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