Steven Troy Merkel

Current Employers

Employment History

• 08/2005 → Present
  Investopedia.COm
  Edmonton
• 05/2012 → Present
  Bonita Group, Llc
  Bonita Springs, FL
• 06/2012 → 11/2023
  Fsc Securities Corporation
  Bonita Sprongs, FL
• 05/2012 → Present
  Ciccarelli Advisory Management, Llc
  Naples, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2012-08-27 → 2023-11-03
  Fsc Securities Corporation
  Naples, FL
  Bonita Springs, FL
• 2010-10-26 → 2012-04-23
  Piedmont Investment Advisors, Llc
  Lansdowne, VA
  Bonita Springs, FL
• 2007-12-18 → 2010-08-20
  Fac Wealth Management, Llc
  Naples, FL
• 2006-06-06 → 2008-06-06
  Financial Advisory Consultants, Llc
  Naples, FL
  Naples, FL
• 2003-02-21 → 2005-07-20
  Investor Solutions
  Coconut Grove, FL

Other Businesses

1. CICCARELLI ADVISORY SERVICES INC POSITION: Certified Financial Planner practitioner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/21/2012 ADDRESS: 9601 TAMIAMI TRAIL NORTH, NAPLES FL 34108, United States DESCRIPTION: Financial Advisor capacity providing investment management and financial planning services for an assigned client base. 2. GREATER NAPLES YMCA POSITION: Board Member NATURE: 501(c) (3) Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2015 ADDRESS: 5450 YMCA Road, Naples FL 34109, United States DESCRIPTION: Board Member of the the Greater YMCA Endowment Board on a volunteer basis. The board members meet once per month to discuss various fundraising opportunities for the YMCA. As a board member, collectively we vote on the disbursement of funds to cover YMCA operational expenses, scholarships, and other general expenses associated with accomplishing the mission of the endowment. 3. MERKOZA HOLDINGS, LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 148 Johnnycake Drive, Naples FL 34110, United States DESCRIPTION: This Real Estate LLC handles the leasing and maintenance of passive activity residential and commercial real estate properties. Spouse is the Managing Member and Advisor is the Manager. Neither Advisor or Spouse are licensed real estate agents. Duties include the drafting of lease agreements, property and facility repair & maintenance, payment of insurance & taxes on the properties, and collection of rental payments. 4. GANOZA VENTURES, LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2012 ADDRESS: 148 Johnnycake Drive, Naples FL 34110, United States DESCRIPTION: Real Estate Holding LLC established only for ownership of residential and commercial rental property purposes. Advisor is NOT a licensed real estate agent. Active and Passive income is not generated under this LLC. Spouse is the Managing Member and Advisor is the Manager (only duties as manager for this LLC are paying the insurance and property taxes for the properties). 5. CICCARELLI ADVISORY MANAGEMENT, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2021 ADDRESS: 9601 Tamiami Trail N., Naples FL 34108, United States DESCRIPTION: Meet with clients and provide financial advice/planning strategies

Exams

• S66 Uniform Combined State Law Examination
  2012-08-20
• S63 Uniform Securities Agent State Law Examination
  1998-12-21

Designations