Raymond Ciccarelli is a registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 53 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9601 Tamiami Trail North, Naples, FL, 34108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is involved in several business activities, including estate planning/insurance sales since 1984 (dedicating about 10-20% of his time), owning Park Central Tax Offices (minimal time commitment), and being a partner in Park Central LLC. He also owns Flexible Planning Corporation (minimal time commitment) and Ciccarelli Advisory Services Inc. (taking nearly full-time).
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Ciccarelli Advisory Services INC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ids/american Express INC.Broker
Ids Marketing CorporationBroker
Wise Planning CORP.Broker
Security Investment Services CORP.Broker
First Jersey Securities, INC.Broker
Mayflower Securities CO., INC.Broker
Cushing Capital CorporationBroker
Cushing Place, INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.