Ciccarelli Advisory Services, Inc. Information
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Ciccarelli Advisory Services, Inc.
Summary
Ciccarelli Advisory Services, Inc. is a private company that has been in the industry for 43 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.
Organization Website | CASMoneyMatters.com |
Phone Number | 12392626577 |
Industries | |
Headquarters Location | 9601 Tamiami Trail North, Naples, FL, 34108 US |
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 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1988 | Partnership | 1 - 25 | 12.5M | $150K | |
| 1998 | Public Company | 100 - 250 | 24.9M | $0 | |
| 2005 | Sole Proprietorship | 25 - 100 | 19.7M | $0 | |
| 1996 | - | 100 - 250 | 26.1M | $0 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Ciccarelli Advisory Services, Inc. shows a diverse range of experience levels:
5% have been with the company for less than 1 year5% for 1–2 years10% for 3–4 years10% for 5–7 years14% for 8–10 years57% 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.
Misty Williams
Planning Services Coordinator
Kristie Hulmes
Office Coordinator
Kelly Gonzales
CSA & Office Coordinator
Ray Ciccarelli
Vice President & Co-Founder
Jennifer Cody
New Business Development Coordinator
Anthony Curatolo
Financial Advisor
Carla Phillips
Operations Manager
Jasen Gilbert
Associate Planner (IMPORTANT DISCLOSURES)
Steven Merkel
CERTIFIED FINANCIAL PLANNER™ practitioner
Louis Albenga
Chief Operating Officer/Chief Compliance Officer
Josh Espinosa
Financial Advisor
Patrick Ryan
Financial Advisor
Judith Alexander
Financial Advisor
Samantha Webster
CERTIFIED FINANCIAL PLANNER™ Professional
Briana Brandon
Business Analyst
Jack Breton
Paraplanner
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FAQ
Ciccarelli Advisory Services, Inc. operates in the Finance 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..
