Vice-President · Ciccarelli Advisory Services Inc
Paul F. Ciccarelli
CRD 2066191 · Named on Form ADV at one SEC-registered adviser
At a glance
Ciccarelli Advisory Services Inc, an SEC-registered wealth manager based in Naples, FL with $1.6 billion in regulatory assets, lists Paul F. Ciccarelli on its Form ADV as Vice-President.
Firms and roles
- Ciccarelli Advisory Services IncVice-PresidentWealth manager · Naples, FL · $1.6B in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jill C. RappsVice-President, Ciccarelli Advisory Services Inc
- Kim C. KantorPresident, Owner, Ciccarelli Advisory Services Inc
- Raymond F. CiccarelliVice-President, Owner, Ciccarelli Advisory Services Inc
- Louis K. AlbengaCco/coo, Ciccarelli Advisory Services Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.