Ciccarelli Advisory Services Inc

RIASEC RegisteredEst. 1985

Total AUM

$1.6B

Discretionary

$0

0% of AUM

Avg account

$446K

Accounts

3,553

Employees

16

Advisory reps

11

Firm details

Headquarters: Naples, Florida
CRD number: 110904
Registered since: December 31, 1985
Website: www.casmoneymatters.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.23%
Individuals38.77%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ciccarelli Advisory Services Inc. is an independent, SEC-registered advisory firm operating since 1985 that focuses on individual and family clients. It is owned by an individual and operates as a capital allocator — providing portfolio management, financial planning, selection of third-party advisers, and educational seminars. The firm charges both percentage-of-AUM fees and fixed fees and is not positioned as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds47%
Exchange Traded Equities45%
Cash & Cash Equivalents5%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

1 of 1

Louis Albenga
Chief Operating Officer & Chief Compliance OfficerCRD 2646134

Contacts

3 of 10

Judith Alexander-wasley
Financial AdvisorCRD 5760889
Jasen Gilbert
Financial AdvisorCRD 5242606
Samantha Webster
Financial AdvisorCRD 4385886

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area: Cape Coral-Fort Myers-Naples, FL
Region: South
County: Collier
Address: 9601 Tamiami Trl N
Time zone: ET (UTC-5)
Office locations

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