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CICCARELLI ADVISORY SERVICES INC
CICCARELLI ADVISORY SERVICES INC
NAPLES, Florida
·
5 registered advisors
·
CRD# 110904
SEC# 801-26103
1
239-262-6577
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CICCARELLI ADVISORY SERVICES INC
5 registered advisors
Geral Jean Smith
NAPLES, Florida
CRD# 1784547
Jill Ciccarelli Rapps
NAPLES, Florida
CRD# 2094363
Kim Ciccarelli Kantor
NAPLES, Florida
CRD# 1106058
Paul Frank Ciccarelli
NAPLES, Florida
CRD# 2066191
Raymond Frank Ciccarelli
NAPLES, Florida
CRD# 46859
05
Office Locations
NAPLES, Florida
5 advisors
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Data sourced from SEC Form ADV filings. CICCARELLI ADVISORY SERVICES INC (CRD# 110904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.