Paul Frank Ciccarelli

Current Employers

Employment History

• 05/1990 → 11/2023
  Fsc Securities Corporation
  Naples, FL
• 05/1990 → Present
  Ciccarelli Advisory Services
  Naples, FL
• 05/1990 → Present
  Ciccarelli Advisory Services
  Naples, FL
• 05/1990 → 11/2023
  Fsc Securities Corporation
  Naples, FL
• 03/2014 → Present
  Paul & Neri Ciccarelli
  Naples, FL
• 01/2021 → Present
  Ciccarelli Advisory Management, Llc
  Naples, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 1992-09-25 → 2023-11-03
  Fsc Securities Corporation
  Bonita Springs, FL
  Naples, FL
  Bonita Springs, FL
  Naples, FL

Other Businesses

1. TRADITIONAL INSURANCE SALES THE LICENSE IS FOR THE STATE OF FLORIDA, MORTGAGE BROKER INDIVIDUAL LICENSE. 2. BENTLEY VILLAGE FOUNDATION, INC. POSITION: Board Member NATURE: Member - BOD INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/17/2016 ADDRESS: 701 Retreat Dr., Suite400, Naples FL 34110 DESCRIPTION: Member - Board of directors Meet 1x per month for an hour 3. Ciccarelli Advisory Management LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 9601 TAMIAMI TRAIL NORTH, NAPLES, FL, 34108 DESCRIPTION: Partner in LLC which is employer of CAS Naples ,FL office staff. 4. ASKLEPIA GROUP, LLC POSITION: Managing Member-Owner NATURE: LLC dba NoJo Greens Micro Farm My children operate a micro greens farm and sell micro greens to restaurants and individuals. I just am the owner and managing member of the LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 13105 Vanderbilt dr, Suite 201, Naples FL 34110, United States DESCRIPTION: Managing Member, sign checks to pay bills, strategic planning, major decisions, mentor 5. CICCARELLI ADVISORY MANAGEMENT, LLC POSITION: Employee NATURE: Employing LLC for Ciccarelli Advisory Services. I am an employee INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2021 ADDRESS: 9601 Tamiami Trail North, Naples FL 34108, United States DESCRIPTION: Employee - Financial Planner - Partner 6. NOTARY PUBLIC POSITION: Notary Public NATURE: NA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2005 ADDRESS: 13105 Vanderbilt Dr, Suite 201, Naples FL 34110, United States DESCRIPTION: Verification of documents to be signed and explanation of contents 7. PAUL F CICCARELLI POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 1601 Mt. Vernon Dr, Naples FL 34110, United States DESCRIPTION: Own and manage seasonal residential property 8. NAPLES REALTY SERVICES, INC POSITION: Real Estate Sales Associate NATURE: Independent Contractor - Real Estate Sales Associate License is held by Naples Realty Services, Inc - Real Estate Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 09/03/2024 ADDRESS: 1100 5th Ave South, Suite 409, Naples FL 34102, United States DESCRIPTION: Facilitate via referral the sale and purchase of residential real estate for family members and/or clients as well as Commercial property, Land lots and Manufactured Homes. 9. CICCARELLI ADVISORY SERVICES POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/1987 ADDRESS: 9601 Tamiami Trail North, Naples, FL 34108 DESCRIPTION: Financial planning and implementation of investment accounts for clients. Review and analysis, cash flow planning, estate planning, income tax planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-20
• S63 Uniform Securities Agent State Law Examination
  1991-04-25

Designations

Other Names

• Chic Ciccarelli