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CICCARELLI ADVISORY SERVICES INC
CRD 110904File 801-26103
APPROVED
Retail clients
Filing as of Nov 13, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$1.59B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $1.59B
Clients
3,553
3,553 accounts
Employees
16
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 31, 1985
- Principal office
- 9601 TAMIAMI TRAIL NORTH, NAPLES, FL, 34108
- Phone
- 239-262-6577
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.59B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.59B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 3,553
- Total accounts
- 3,553
- AUM per client
- $446K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 546 | $971.2M |
| Individuals (other than high net worth individuals) | 3,007 | $615.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.