Dante Joseph Zicarelli

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 03/2022 → 08/2025
  M Holdings Securities, Inc.
  Portland, OR
• 05/2021 → 08/2021
  Little Italy Pizza
  Manhattan, NY
• 04/2020 → 08/2020
  Zabranksy Mechancial
  Little Ferry, NJ
• 08/2015 → 08/2017
  Bergen Catholic High School
  Oakland, NJ
• 09/2019 → 05/2020
  Long Island University
  Brooklyn, NY
• 08/2020 → 12/2021
  University Of South Carolina
  Columbia, SC
• 01/2022 → 05/2022
  Ramapo College Of New Jersey
  Mahwah, NJ
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Seattle, WA
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Seattle, WA
• 08/2017 → 06/2019
  Saint Joseph Regional High School
  Montvale, NJ

Previous Registrations

• 2024-01-05 → 2025-08-11
  M Holdings Securities, Inc.
  Portland, OR
  Morristown, NJ

Other Businesses

(1)Name of Business: Eagle Rock Wealth Management Address: 600 University St Ste 2328, Seattle, WA, 98101-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Greenberg & Rapp Financial Group Address: 600 University St Ste 2328, Seattle, WA, 98101-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2023-12-22