Jasen Michael Gilbert
Investment adviser representative at Ciccarelli Advisory Services Inc
20 yearsExperience
1 stateRegistered in
$1.6BFirm assets
40 yearsFirm in business
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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
20 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Ciccarelli Advisory Management, LLCSep 2007 to now
- Ciccarelli Advisory Services IncSep 2006 to now
- Fsc Securities CorporationMay 2007 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5242606
- Firm CRD
- 110904