Ciccarelli Advisory Services, Inc.
Ciccarelli Advisory Services, Inc.

Ciccarelli Advisory Services, Inc. Information

Contact top employees from Ciccarelli Advisory Services, Inc.

Summary

Ciccarelli Advisory Services, Inc. is a private company that has been in the industry for 42 years. The company currently specializes in the Financial Services area. Its headquarters is located at Rochester, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of Ciccarelli Advisory Services, Inc. varies between 5.0M and 25M. To connect with Ciccarelli Advisory Services, Inc. employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

Specialties

Estate Planning, Lifestyle Planning, Cash Flow Planning, Tax Efficiencies, Investment Management, Family Meetings, Healthcare Planning, Review & Discovery, Plan for a Lifetime, Legacy Planning

SIC Code

6189, 6411, 6282, 6199

DMA Code

Rochester Metropolitan Area

Founded

1983

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Contact Ciccarelli Advisory Services, Inc.

Organization Website

Phone Number

12392626577

Competitors

Founded
Type
Employees
Revenue
Funding
1988Partnership 1 - 25 12.5M $150K
1998Public
Company
100 - 250 24.9M $0
2005Sole
Proprietorship
25 - 100 19.7M $0
1996- 100 - 250 26.1M $0

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Ex-employees switched to
Length of Employment
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Employee tenure at Ciccarelli Advisory Services, Inc. shows a diverse range of experience levels:
14% have been with the company for less than 1 year5% for 1–2 years14% for 3–4 years14% for 5–7 years14% for 8–10 years41% have over 11 years of service at Ciccarelli Advisory Services, Inc.
Ex-employees positions
In Company
In New Company
Contact top employees from Ciccarelli Advisory Services, Inc.
Carla Phillips
Operations Manager
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Jasen Gilbert
Associate Planner (IMPORTANT DISCLOSURES)
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Kristie Hulmes
Office Coordinator
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Kelly Gonzales
CSA & Office Coordinator
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Steven Merkel
CERTIFIED FINANCIAL PLANNER™ practitioner
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Ray Ciccarelli
Vice President & Co-Founder
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John Peck
Client Services Associate
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Louis Albenga
Chief Operating Officer/Chief Compliance Officer
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Josh Espinosa
Financial Advisor
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Patrick Ryan
Financial Advisor
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Judith Alexander
Financial Advisor
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Samantha Webster
CERTIFIED FINANCIAL PLANNER™ Professional
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Jennifer Cody
New Business Development Coordinator
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Briana Brandon
Business Analyst
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Jack Breton
Paraplanner
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Misty Williams
Planning Services Coordinator
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Anthony Curatolo
Financial Advisor
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Charlotte Doremus
Administrative Assistant
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Jasen Gilbert
Associate Planner
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Stacey Lange
Financial Services Assistant
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Carrie Fales
Operations Specialist
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FAQ

Ciccarelli Advisory Services, Inc. operates in the Financial Services industries. More details can be found on the official website: CASMoneyMatters.com.
The headquarters of Ciccarelli Advisory Services, Inc. are located in Naples, United States.
You can contact Ciccarelli Advisory Services, Inc. by phone at 12392626577.
Ciccarelli Advisory Services, Inc. currently employs 10-50 people.
Ciccarelli Advisory Services, Inc.'s revenue is approximately 13.5M.
Well-known competitors of Ciccarelli Advisory Services, Inc. include Signet Financial Management, Sebold Capital Management, Inc., Granite Financial Partners and Higgins Capital Management, Inc..
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