Unclaimed Profile

Frank Ciotola

EVERHART FINANCIAL GROUP INC·DUBLIN, Ohio

SIE, Series 7, Series 63Clean record22 years registeredEVERHART FINANCIAL GROUP INC

535 METRO PLACE SOUTH, DUBLIN, OH 43017CRD# 4546916Firm CRD# 107091

Profile Verification

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

Identity

Frank Ciotola · DUBLIN, OH

Registration

CRD #4546916 · EVERHART FINANCIAL GROUP INC · 22 years registered

Brand Profile

Not yet started

Career History

EVERHART ADVISORS

Jan 2005 – present

EFG, INC.

Jan 2004 – Dec 2004

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 6, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERHART FINANCIAL GROUP INC

CRD 107091 · SEC 801-50786

AUM

$1.4B

Regulatory assets under management

Employees

4,645 client accounts

Services offered by EVERHART FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing 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 EVERHART FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Frank Ciotola offer?

Frank Ciotola specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Frank Ciotola's credentials?

Frank Ciotola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Ciotola located?

Frank Ciotola is based in DUBLIN, Ohio, working with EVERHART FINANCIAL GROUP INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Frank Ciotola charge for services?

Frank Ciotola'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 EVERHART FINANCIAL GROUP INC?

EVERHART FINANCIAL GROUP INC has approximately 47 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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