Samantha R Webster
Investment adviser representative at Ciccarelli Advisory Services Inc
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Ciccarelli Advisory Services IncMay 2012 to now
- Park Central LLCMay 2012 to now
- Fsc Securities CorporationJun 2012 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 4 states (AZ, FL, MA, PA).
Ciccarelli Advisory Services Inc
$1.6BAssets managed
3,553Clients
10Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4385886
- Firm CRD
- 110904