What departments does Ciccarelli Advisory Services, Inc. have?

Ciccarelli Advisory Services, Inc. has employees across 1 departments including Operations.

What is the largest department at Ciccarelli Advisory Services, Inc.?

The largest department at Ciccarelli Advisory Services, Inc. is Operations with 1 employees.

Where are Ciccarelli Advisory Services, Inc. employees located globally?

Ciccarelli Advisory Services, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Ciccarelli Advisory Services, Inc.'s team size changed over time?

Ciccarelli Advisory Services, Inc.'s team has grown from approximately 28 to 29 employees based on available data.

Ciccarelli Advisory Services, Inc. Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Ciccarelli Advisory Services, Inc. operates in the financial services sector, offering investment advisory services to families. A family-focused team works to simplify and organize each client’s overall financial picture, drawing on more than 35 years of experience. They begin by understanding a family’s goals, concerns, and long-term vision, then design a comprehensive plan to help guide them toward a future they aspire to achieve.

The firm serves client families seeking integrated wealth management and planning within the broader financial services industry. Investment advisory services are provided through Ciccarelli Advisory Services, Inc., which is registered as an investment adviser and operates independently of Osaic Wealth Inc., with additional securities and advisory services offered through Osaic Wealth Inc. The company is based in Naples, Florida, and maintains an office in Rochester, New York.

Ciccarelli Advisory Services, Inc. Global Highlights

North America
45

United States Of America
45

Ciccarelli Advisory Services, Inc.'s Leadership

L. F.
Partner
Mobile Phone
Email
J. B.
Client Services Associate & Operations Specialist
Mobile Phone
Email

Ciccarelli Advisory Services, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Legal
Business
Business Development
Other
Finance

Contact profiles from Ciccarelli Advisory Services, Inc.

Name

Title

Contact

Location

Last Update

L. F.
Partner
Mobile Phone
Email
Oct 23, 2024
J. B.
Client Services Associate & Operations Specialist
Mobile Phone
Email
Aug 28, 2025

Frequently Asked Questions

What is Ciccarelli Advisory Services, Inc. known for?

Ciccarelli Advisory Services, Inc. operates in the Financial Services industry; 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 July 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 July 2026, Ciccarelli Advisory Services, Inc.'s key employees include:

Partner: L. F.
Client Services Associate & Operations Specialist: J. B.

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Ciccarelli Advisory Services, Inc. Employee Directory

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Ciccarelli Advisory Services, Inc. Global Highlights

North America
45

Ciccarelli Advisory Services, Inc.'s Leadership

Ciccarelli Advisory Services, Inc. Employee Metrics

Contact profiles from Ciccarelli Advisory Services, Inc.

Frequently Asked Questions

What is Ciccarelli Advisory Services, Inc. known for?

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

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

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

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Ciccarelli Advisory Services, Inc. Employee Directory

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

Name search is limited — try advanced search instead

Ciccarelli Advisory Services, Inc. Global Highlights

North America45

Ciccarelli Advisory Services, Inc.'s Leadership

Ciccarelli Advisory Services, Inc. Employee Metrics

Contact profiles from Ciccarelli Advisory Services, Inc.

Frequently Asked Questions

What is Ciccarelli Advisory Services, Inc. known for?

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

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

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
45

Everything for prospecting,
in one platform.