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Financial ADVSR advisor directory · SEC adviser records

Ciccarelli Advisory Services Inc. financial advisors in Rochester, NY

Every SEC-registered investment adviser representative at a Ciccarelli Advisory Services Inc. office in Rochester, A to Z.

The short answer

3 registered advisors work at Ciccarelli Advisory Services Inc. in Rochester, out of 10 at the firm nationwide; it ranks number 44 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Ciccarelli Advisory Services Inc. advisors in Rochester, A to Z

Every Ciccarelli Advisory Services Inc. advisor →

Ciccarelli Advisory Services Inc. advisors in every city and state →Ciccarelli Advisory Services Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ciccarelli Advisory Services Inc. advisors in other cities

Naples, FL 6Bonita Springs, FL 1

Other firms in Rochester

All Rochester advisors →

LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23

Questions

How many financial advisors does Ciccarelli Advisory Services Inc. have in Rochester?

3 investment adviser representatives are registered at Ciccarelli Advisory Services Inc. offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Ciccarelli Advisory Services Inc. one of the largest advisor employers in Rochester?

Ciccarelli Advisory Services Inc. ranks number 44 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.

How do I check a Ciccarelli Advisory Services Inc. advisor in Rochester?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ciccarelli Advisory Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.