CRD: 110904
Ciccarelli Advisory Services INC
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-31-1985
- Office Locations
- 4
Office Locations
About Ciccarelli Advisory Services INC
Ciccarelli Advisory Services is an independent RIA serving multi-generational client families, helping simplify and coordinate the full financial picture across retirement, tax considerations, cash flow management, charitable giving, and legacy planning. The team emphasizes guidance through complex family dynamics and long-term stewardship. Portfolios commonly use ETFs and mutual funds, and the firm custodians with Charles Schwab and SEI.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RAYMOND FRANK CICCARELLI
Owner, Vice President
- CRD
- #46859
- Ownership
- 50% but less than 75%
KIM CICCARELLI KANTOR
Financial Advisor, General Partner, Owner, President
- CRD
- #1106058
- Ownership
- 50% but less than 75%
Showing 2 of 5 owners & executives
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JUDITH G ALEXANDER-WASLEY
Financial Advisor
- CRD
- #5760889
ANTHONY JOSEPH CURATOLO
Financial Advisor
- CRD
- #58908
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,586,316,444 | $446,472 |
| Total | $1,586,316,444 | $446,472 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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