Rochester, NY Office
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Ciccarelli Advisory Services Inc
Team
Firm-wide stats for Ciccarelli Advisory Services Inc
About
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.
Based on Ciccarelli Advisory Services Inc
Expertise
Based on Ciccarelli Advisory Services Inc
Demographic focus
Based on Ciccarelli Advisory Services Inc
Location
110 Linden Oaks, Ste. E
Rochester NY 14625
Advisors at this office
3
Advisors at this office
Samantha W
CFP®, Series 63, Series 65
Rochester, NY
Ciccarelli Advisory Services Inc
Samantha Webster is a CFP® professional with 24 years of experience in financial advising. She currently works at OSAIC and has held advisory roles at FSC Securities Corporation and Ciccarelli Advisory Services. Webster is also a partner at Park Central LLC, where she provides financial planning and investment advice. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory services and utilizes a comprehensive investment process that incorporates risk tolerance assessments, portfolio optimization, and access to various investment products and custodial platforms.
Raymond C
Series 63
Rochester, NY
Ciccarelli Advisory Services Inc
Raymond Ciccarelli is the owner of Ciccarelli Advisory Services Inc and holds a Series 63 designation, with 53 years of industry experience. He has been associated with Ciccarelli Advisory Services since 1984 and also owns CTO Estate Planning Corp and Park Central Tax Offices. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering a range of financial management and planning services. The firm generally manages client portfolios on a non-discretionary basis and emphasizes strategic long-term investing alongside tactical recommendations.
Judith A
Series 66
Rochester, NY
Ciccarelli Advisory Services Inc
Judith Alexander Wasley is a financial advisor with Ciccarelli Advisory Services Inc, holding a Series 66 credential and 15 years of industry experience. She has worked at FSC Securities Corporation and Park Central LLC, and currently serves as an Associate Planner at Ciccarelli Advisory Services. Wasley volunteers with Catholic Charities and the St. Louis Church Pastoral Council, supporting community programs and development events. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering comprehensive financial management and planning services. The firm manages client portfolios primarily on a non-discretionary basis with a focus on long-term strategic investing complemented by tactical recommendations.
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