A complete list of active advisors currently associated with Ciccarelli Advisory Services Inc

Warmer can help you find a great advisor at Ciccarelli Advisory Services Inc or one who fits your needs even better.

Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations, and other business entities. The firm offers comprehensive financial management, retirement income and distribution planning, tax reduction planning, family wealth and protection planning, retirement plan consulting, and advisory insurance options including fixed and variable annuities. The firm, SEC‑registered since 1984, generally manages client portfolios on a non‑discretionary basis and acts in a fiduciary capacity; the brochure specifies that clients must approve each trade and that accounts are reviewed at least annually or upon material change. Advisory Associates employ a mix of fundamental, technical, and mutual fund/ETF analysis, emphasizing strategic long‑term investing while permitting short‑term tactical recommendations and the use of third‑party managers where appropriate. Ciccarelli stands out among multi‑team firms for its high client load—about 3,553 clients served by 13 advisors (more than 270 clients per advisor)—and for reporting assets managed predominantly on a non‑discretionary basis. The brochure also highlights implementation features that may be noteworthy to prospective clients, including fee‑based advisory insurance arrangements that allow fees to be debited directly from annuity contracts without surrender charges and advisors’ dual registration with a broker/dealer and insurance licenses.

To learn more about the advisors currently working at Ciccarelli Advisory Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.