Paul Frank Ciccarelli

CFP · ChFC

Osaic Wealth, INC.

35 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

9601 Tamiami Trail North, Naples, FL, 34108

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History

Regulatory History (1)

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Customer Dispute

April 2010

Denied

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Other Business ActivitiesSells Insurance

Paul is involved in several outside business activities, including insurance sales, board positions at the Greater Naples YMCA and Bentley Village Foundation, and roles at Ciccarelli Advisory Management LLC and FSC Advisory Services, Inc. He also dedicates nearly full-time hours as an employee and financial planner for Ciccarelli Advisory Management, LLC.