Noah
Cicciarelli

Axos Invest, Inc

CRD#7758586
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Noah Cicciarelli is a financial advisor based in San Diego, California, working with Axos Invest, Inc. Noah has previously held positions at University Spine Institute, Living Spaces, Bank Of America, Axos Bank, and Murrieta Mesa High School. Noah has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Noah is part of Axos Invest, Inc, which operates out of San Diego, California. The firm has 1 office and 13 employees. The firm manages assets totaling $143.0 million. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Axos Invest, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4350 La Jolla Village Dr
San Diego, CA 92122

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Axos Invest, Inc Brokerage Details

Total Assets Under Management

$143,029,772

CA Average: $664,206,839
Total Number of Employees

13

CA Average: 10
Total Number of Accounts

18,834

CA Average: 1,698
Average Account Size

$7,594

CA Average: $391,170

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Noah Cicciarelli Work History

2023 - Present (1 year)

Axos Bank

2019 - 2023 (4 years)

Bank Of America

2019 - 2019 (< 1 year)

Murrieta Mesa High School

2017 - 2019 (2 years)

Living Spaces

2016 - 2017 (1 year)

University Spine Institute

2013 - 2017 (4 years)

Murrieta Mesa High School

Disclosures

Please visit the SEC profile of Noah Cicciarelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Axos Invest, Inc

Kian Fadaee
Las Vegas, NV
Jorge Guzman
San Diego, CA
Brandy Dyer Morris
Omaha, NE
Noah Cicciarelli
San Diego, CA
Tracy Gallman
Las Vegas, NV
Emily Yu
Las Vegas, NV
Morry Morales
Las Vegas, NV
Chad Heidzig
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started