Kay Marie Anderson

Current Employers

Employment History

• 11/2005 → Present
  Ciccarelli Advisory Services, Inc
  Naples, FL
• 03/2006 → 11/2023
  Fsc Securities Corporation
  Naples, FL
• 11/2005 → Present
  Ciccarelli Advisory Management, Llc
  Naples, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2013-06-19 → 2023-11-03
  Fsc Securities Corporation
  Naples, FL

Other Businesses

1. SPERLONGA PROPERTIES, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2020 ADDRESS: 285 Grande Way, 1202, Naples FL 34110 DESCRIPTION: Real Estate Rental Property Owner 2. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 19670 Villa Rosa Loop, Estero FL 32967 DESCRIPTION: Acknowledging execution of documents by the signer to ensure the signer understands the content and purpose of the document, confirm they are signing willingly and with their signature. 3. CAS ADVISORY MANAGEMENT, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 9601 Tamiami Trail N, Naples FL 34108 DESCRIPTION: Partner 4. THE SHELTER FOR ABUSED WOMEN & CHILDREN POSITION: Board of Directors member & Secretary NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: PO Box 10102, Naples FL 34102 DESCRIPTION: Serve as a member of the Board of Directors for the Shelter 5. THE SHELTER FOR ABUSED WOMEN & CHILDREN POSITION: Treasurer & Executive Committee Member NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: PO Box 10102, Naples FL 34101 DESCRIPTION: Serve as treasurer and member of the Executive Committee. Meet monthly with the Committee to review an overview of the organization and report from the CEO 6. THE SHELTER FOR ABUSED WOMEN & CHILDREN POSITION: Board of Directors member NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: PO Box 10102, Naples FL 34102 DESCRIPTION: Serve as a member of the Board of Directors for the Shelter. Participate in board meetings and updates from the CEO/committee leaders. 7. THE SHELTER FOR ABUSED WOMEN AND CHILDREN POSITION: Chair of Finance Committee NATURE: Charitable Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2025 ADDRESS: PO Box 10102, Naples FL 34101 DESCRIPTION: Serve as chair of the finance committee - lead monthly meetings, review financial reports and budgets for the charity. 8. CICCARELLI ADVISORY SERVICES, INC POSITION: Registered with corporate RIA to hold series 66, but do not have clients under my rep code, i do not make recommendations, function as administrative support staff. NATURE: Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/10/2005 ADDRESS: 9601 Tamiami Trail N, Naples FL 34108, United States DESCRIPTION: Assisting the Financial Advisors with client financial planning at the investment advisory firm CAS.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-17

Designations