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CICCARELLI ADVISORY SERVICES INC

NAPLES, FL · CRD 110904 · IAPD ↗ · 239-262-6577

$1.59BRegulatory AUM
13Advisory reps
16Employees
0Clients
More than 500Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — CICCARELLI ADVISORY SERVICES INC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — CICCARELLI ADVISORY SERVICES INC notice-filed in AK, AR, DC, MS, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.