KC
Kim Ciccarelli Kantor
CRD 1106058
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Osaic Wealth, Inc. | Registered representative | 07/20/2026 |
| Ciccarelli Advisory Services Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Florida Gulf Coast University Foundation Inc | DIRECTOR | — | 06/30/2025 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Ciccarelli Advisory Services Inc
President, Owner · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗