Francesco Ciotola

Employer firm

Everhart Advisors CRD 107091

$2.46B regulatory AUM 554 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → Present
  Everhart Advisors
  Dublin, OH
• 12/2015 → 03/2020
  Mid Atlantic Capital Corporation
  Dublin, OH

Previous Registrations

• 2004-01-06 → 2004-12-31
  Everhart Advisors
  Dublin, OH

Other Businesses

1)DO-AN INVESTMENTS~NON INVESTMENT RELATED~REED ROAD, COLUMBUS, OH 43220~COMMERCIAL RENTAL PROPERTY~PARTNER~FEBRUARY 2005~0HRS PER MONTH~0HRS PER MONTH DURING MARKET~NO DUTIES AT THIS TIME 2)Member, 535 METRO PLACE SOUTH LLC - NON INVESTMENT RELATED - entity owns 5200 RINGS RD, DUBLIN, OH 43017, Everhart Advisors' business location. A portion of the building is rented to tenants. 3)LIGHTHOUSE BEHAVIORAL HEALTH SOLUTIONS~NON INVESTMENT RELATED~4000 E MAIN ST COLUMBUS, OH~SUBSTANCE ABUSE AND MENTAL HEALTH TREATMENT~Passive investor - 0 hours per month devoted during business and outside business hours - 10% yearly compensation 4)Ohio Chamber of Commerce~NON INVESTMENT RELATED~34 s 3rd street Columbus OH 43215 United States~Board Member~Started 1/1/2022~1 hours per month devoted during business and outside business hours ~No compensation

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-07-28

Other Names

• Frank Ciotola