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Judith G Alexander-wasley

Investment adviser representative at Ciccarelli Advisory Services Inc
14 yearsExperience
4 statesRegistered 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

14 years in the industry.

  1. Osaic Wealth, Inc.Nov 2023 to now
  2. Ciccarelli Advisory Services IncSep 2012 to now
  3. Park Central LLCApr 2012 to now
  4. Fsc Securities CorporationApr 2012 to Nov 2023

Exams passed

  • Series 66 · Uniform Combined State Law2010

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
5760889
Firm CRD
110904
Advisor's SEC record (opens in a new tab)
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