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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
Branch Locations
9601 Tamiami Trail North, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1996-01-09 |
Branch Locations
3066 Tamiami Trail North, #202, Naples, FL 34103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Naples | FL | 06/1992 | 11/2023 |
| Fsc Securities Corporation | Naples | FL | 06/1992 | 11/2023 |
| Ciccarelli Advisory Services | Naples | FL | 11/1995 | Present |
| Ciccarelli Advisory Management, Llc | Naples | FL | 01/2021 | Present |
| Osaic Wealth, Inc. | Naples | FL | 11/2023 | Present |
1. INVESTMENT ADVISORY SERVICES; DUAL - CORPORATE FSC RIA AND INDEPENDENT RIA; CICCARELLI ADVISORY SERVICES, INC.; 9601 TAMIAMI TR N NAPLES FL 34108; OWNER; 1985; 160 HRS/MONTH; 160 HRS/MONTH DURING SECURITIES TRADING HOURS; ADVISORY SERVICES OFFERED INCLUDE: ADVICE-FIXED/HOURLY RATE, FINANCIAL PLANNING-FIXED/HOURLY RATE, GENERAL INVESTMENT ADVICE NOT IN A FINANCIAL PLAN, ACTIVE MANAGEMENT AND ASSET MONITORING. 2. CAM LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 06/30/2014 ADDRESS: 111 VIA NAPOLI, NAPLES FL 34105 DESCRIPTION: NONE 3. NAPLES COMMUNITY HOSPITAL POSITION: Hospital Ball Committee NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 350 7th St N, Naples FL 34102, United States DESCRIPTION: Help plan the annual hospital ball fundraiser 4. COLLIER COMMUNITY FOUNDATION POSITION: committee member NATURE: local non-profit community foundation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 1110 Pine Ridge Rd, Suite 200, Naples FL 34108, United States DESCRIPTION: I sit on a committee called Women Lifting Women that helps identify and assist housing senior women, address isolation issues and empower young women through scholarships, mentorship and career development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-10 |
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