Ciccarelli Advisory Services INC
Naples, FL·SEC-registered · CRD #110904
Ciccarelli Advisory Services INC is an SEC-registered investment advisory firm in Naples, FL managing $1.6B across 7.1k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
7.1k
Advisory staff
13
Fee model
Fee-based
How Ciccarelli Advisory Services INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Ciccarelli Advisory Services INC
How much does Ciccarelli Advisory Services INC manage?
Per its most recent SEC Form ADV filing (11/13/2025), Ciccarelli Advisory Services INC reports $1.6B in regulatory assets under management across roughly 7.1k client accounts.
How does Ciccarelli Advisory Services INC charge?
Ciccarelli Advisory Services INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ciccarelli Advisory Services INC a fiduciary?
Yes. Ciccarelli Advisory Services INC is registered with the U.S. Securities and Exchange Commission (CRD #110904), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ciccarelli Advisory Services INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ciccarelli Advisory Services INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Ciccarelli Advisory Services INC's public SEC Form ADV filing (CRD #110904, filed 11/13/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ciccarelli Advisory Services INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ciccarelli Advisory Services INC? Claim this profile.