CICCARELLI ADVISORY SERVICES INC

Overview

Ciccarelli Advisory Services Inc. is an independent registered investment adviser that has been SEC-registered since 1985 and positions itself as a capital allocator for individual and family clients. The firm offers fee-based advisory services under both percentage-of-assets and fixed-fee arrangements, focusing on financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. The firm is not identified as an active ESG investor and does not list pension consulting as a core service. Investment activity tilts toward publicly traded pooled vehicles and externally managed alternatives. Ciccarelli acts primarily in an advisory capacity rather than as a discretionary manager at the aggregate level reported, and it uses third‑party managers when allocating to hedge fund strategies. Its practice suggests a multi-product approach that blends mutual funds and annuity solutions for core allocations with selected hedge fund exposures for diversification or non‑correlated return objectives.

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Location & Offices