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Gerald Ciciarelli

Edelman Financial Engines

East Syracuse, NY

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-28
TX RA APPROVED 2016-11-30
  • NY RA
    APPROVED
    Since 2021-04-28
  • TX RA
    APPROVED
    Since 2016-11-30

Branch Locations

5015 Campuswood Drive Suite 201, East Syracuse, NY 13057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tmfs Advisors, Llc Overland Park KS 01/2013 11/2016
Financial Engines Advisors L.L.C. Cicero NY 11/2016 Present
  • 01/2013 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Cicero, NY
Previous Registrations
  • 2013-01-02 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Overland Park, KS
    Cicero, NY
  • 2011-06-17 → 2015-09-04
    The Mutual Fund Store
    Cicero, NY
    Overland Park, KS
  • 2014-04-21 → 2015-02-13
    The Mutual Fund Store
    Overland Park, KS
Other Businesses

1) 3rd Ward Community Group, Inc.; INVESTMENT RELATED: No; ADDRESS: SYRACUSE, NY 13211; NATURE: Community organization providing information and resources for the community.; POSITION: Founder / Director / President; START DATE: 06/01/2022; NUMBER OF HOURS/MONTH: 15 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: To oversee meetings, provide direction for members, actively involved with overall operations. 2) Ciciarelli Farms LLC; INVESTMENT RELATED: No; ADDRESS: Syracuse, NY 13211; NATURE: Farming, Garlic; POSITION: Sole Owner; START DATE: 06/01/2023; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Planting, harvesting garlic. Just started business with LLC filing June/2023, time associated is weekends in the months of June/July & October.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-15
  • S66 Uniform Combined State Law Examination
    2000-08-15
Other Names
  • Jerry Ciciarelli

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