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Lane Allan Cicciarelli

Advisor at Edward Jones — Clarion, PA N First Avenue

Updated today

Credentials

Series 66

Experience

2 years

Location

Clarion, PA 16214-0640

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Lane Cicciarelli is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2020, with a brief period of other activities including full-time studies and employment at Tom's Riverside. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Clarion, PA N First Avenue

44 N First Avenue

Clarion PA 16214-0640

Advisors at this office

2

Most active in

Pennsylvania · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

Clarion, PA

Edward Jones

2020 - 2024 • 4 years

Clarion, PA

Unemployment

2019 - 2020 • 1 year

Rimersburg, PA

Full time student

2019 - 2019 • 1 year

Clarion, PA

Tom's Riverside

2019 - 2019 • 1 year

Rimersburg, PA

Full time student

2018 - 2019 • 1 year

Clarion, PA

Unemployment

2018 - 2018 • 1 year

Rimersburg, PA

College student

2017 - 2018 • 1 year

Clarion, PA

Toby Township

2017 - 2017 • 1 year

Rimersburg, PA

College student

2016 - 2017 • 1 year

Clarion, PA

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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Kyle C

Series 66

Clarion, PA

Janney Montgomery Scott

Kyle Cathcart is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney, he worked for Clarion County Adult Probation for five years. Outside of his advisory role, he serves as an assistant coach for middle school student athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Avari S

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

Avari Schmader is a CFP®-credentialed financial advisor with three years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, Schmader spent 13 years teaching at North Clarion Jr./Sr. High School and three years at Clarion University of Pennsylvania. Schmader is also a member of the Clarion Rotary Club. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Chase C

Series 66, Series 63

Rimersburg, PA

Kayne Anderson Rudnick Investment Management, LLC

Chase Carmichael is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at firms including GW&K Investment Management, Mercer Global Advisors, and Fisher Investments. Kayne Anderson Rudnick provides discretionary investment management and sub‑advisory services to institutional and individual clients, including pension plans, insurers, family offices, and high-net-worth individuals. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments into its investment process across a range of active equity and fixed-income strategies.

Active portfolio management Concentrated stock management Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner Retired
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Matthew L

Series 63, Series 66

Clarion, PA

Janney Montgomery Scott

Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on multiple local boards, including the Clarion Rotary, Clarion County Economic Development Corporation, and Clarion Blueprint Community, focusing on community development and programming. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing both in-house and third-party asset management across various wrap and managed account programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Casey O

Series 66

Clarion, PA

Janney Montgomery Scott

Casey O’Toole is a financial advisor with Janney Montgomery Scott holding a Series 66 credential and one year of industry experience. Prior to joining Janney, he worked eight years at Clarion County Community Bank and eleven years at Northwest Bank. He serves on several local boards related to housing and community development, including the Clarion County Housing Authority, the Clarion County Redevelopment Authority, and the Clarion County Housing Development Corporation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house and third-party portfolio management across multiple advisory platforms.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Patricia D

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

Patricia Doverspike is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked for Corporate Risk Holdings, LLC for over two decades. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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