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Gerald Ciciarelli

Advisor at Edelman Financial Engines

Updated today

Location

East Syracuse, NY 13057

Credentials

Series 66

Industry experience

14 years

About

Gerald Ciciarelli is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following three years at Tmfs Advisors, LLC. Outside of his advisory role, he is the founder and president of the 3rd Ward Community Group, a community organization in Syracuse, NY, and owns Ciciarelli Farms LLC, a farming business focused on garlic. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a broad client base through both advisor-led and online platforms.

Client services

Based on Edelman Financial Engines

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Edelman Financial Engines

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management

Occupation focus

Based on Edelman Financial Engines

Retired Founder/Business Owner

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Fee options

Fixed

Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.

Percentage

$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable

Project-based

Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.

Subscriptions

Online Advice fees up to $300 per year, payable in advance by credit card.

Other

Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.

Location

5015 Campuswood Drive, Suite 201

East Syracuse, NY 13057

Most active in

New York · Texas

Work history

Financial Engines Advisors L.L.C.

2016 - Present (10 years)

Tmfs Advisors, Llc

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Annuities Real estate investing
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Syracuse, NY

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Wealth management
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Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

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Wealth management General retirement planning Income planning Annuities Passive / index investing
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

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General retirement planning College savings (529s, UTMA, etc.) Debt management
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Jessica C

Series 63, Series 66

Chittenango, NY

Champion, Jessica

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Christopher D

CFA®

Fayetteville, NY

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Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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