Ciccarelli Advisory Services, Inc. Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Our family team at Ciccarelli Advisory Services goes beyond the traditional role of portfolio managers. For more than 35 years, we have been empowering our client families to simplify and organize their full financial picture. Our team of advisors embraces a family-focused approach to wealth management. We spend time getting to know you, taking into account your family's goals, dreams, concerns and vision for the future. We then design a comprehensive plan to help guide you toward the financial future you hope to attain.

Naples Office:
9601 Tamiami Trail North
Naples, FL 34108
239-262-6577

Rochester Office:
110 Linden Oaks, Suite E
Rochester, New York 14625
585-383-0180

Investment Advisory Services offered through Ciccarelli Advisory Services, Inc., a registered investment adviser independent of Osaic Wealth Inc. Additional securities and investment advisory services offered through Osaic Wealth Inc. Member FINRA/SIPC and a registered investment adviser.

Find Ciccarelli Advisory Services, Inc. employees' phone numbers or email addresses

Ciccarelli Advisory Services, Inc. Global Highlights

North America
44

United States Of America
44

Ciccarelli Advisory Services, Inc.'s Leadership

G. S.
Chief Operating Officer/Chief Compliance Officer/Osj
Mobile Phone
Email
R. C.
Vice President & Co-Founder
Mobile Phone
Email
K. K.
President
Mobile Phone
Email
L. F.
Partner
Mobile Phone
Email
P. F. C.
Financial Advisor & Vice President
Mobile Phone
Email
C. P.
Operations Manager
Mobile Phone
Email
C. R.
Records Manager
Mobile Phone
Email
S. M.
Certified Financial Planner™ Practitioner
Mobile Phone
Email

Ciccarelli Advisory Services, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Legal
Business
Business Development
Other

Contact profiles from Ciccarelli Advisory Services, Inc.

Name

Title

Contact Info

Location

Last Update

J. B.
Client Services Associate & Operations Specialist
Mobile Phone
Email
Aug 20, 2025
J. W.
Fin Planner
Mobile Phone
Email
UNITED STATES
May 22, 2023
M. W.
Planning Services Coordinator
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024
S. L.
Financial Services Assistant
Mobile Phone
Email
United StatesFlorida
Oct 18, 2024
A. M.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. B.
Mobile Phone
Email
UNITED STATES
Oct 23, 2023
P. C.
Mobile Phone
Email
United StatesFlorida
Aug 28, 2025
S. B.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. H.
Mobile Phone
Email
UNITED STATES
May 20, 2024

Frequently Asked Questions

What is Ciccarelli Advisory Services, Inc. known for?

Ciccarelli Advisory Services, Inc. operates in the Financial Services industry. The company's main headquarters is located in 9601 Tamiami Trail North Naples, Florida 34108 United States; you can contact the main corporate office by phone at

+1-585-383-****

. Explore Ciccarelli Advisory Services, Inc.'s company overview page for more information.

What is Ciccarelli Advisory Services, Inc.'s most common email format?

Ciccarelli Advisory Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ciccarelli Advisory Services, Inc. email formats with LeadIQ.

How many employees does Ciccarelli Advisory Services, Inc. have currently?

Ciccarelli Advisory Services, Inc. has approximately 29 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Ciccarelli Advisory Services, Inc.'s key employees and leadership?

As of February 2026, Ciccarelli Advisory Services, Inc.'s key employees include:

Chief Operating Officer/Chief Compliance Officer/Osj: G. S.
Vice President & Co-Founder: R. C.
President: K. K.
Partner: L. F.
Financial Advisor & Vice President: P. F. C.

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