Michael
Ciccone

Cary Street Partners

CRD#5773087
Investment Advisor
in Summit, NJ

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About this Advisor

Michael Ciccone is a financial advisor based in Summit, New Jersey, working with Cary Street Partners. Michael has previously held positions at Candor Wealth Advisors, Tradition Capital Management LLC, and Tradition Asset Management LLC. Michael is registered to provide services in New Jersey, North Carolina, and Virginia. Currently, Michael is part of Cary Street Partners, which operates out of Summit, New Jersey. The firm has 16 offices and 144 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

129 Summit Avenue
Summit, NJ 07901

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Cary Street Partners Brokerage Details

Total Assets Under Management

$6,977,336,124

NJ Average: $1,835,309,194
Total Number of Employees

144

NJ Average: 32
Total Number of Accounts

12,547

NJ Average: 1,458
Average Account Size

$556,096

NJ Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Ciccone Work History

2019 - Present (6 years)

Tradition Asset Management LLC

2016 - 2019 (3 years)

Tradition Capital Management LLC

2014 - 2015 (1 year)

Candor Wealth Advisors

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Disclosures

Please visit the SEC profile of Michael Ciccone 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 Cary Street Partners

Kimberly Smith
Greenville, SC
Michael Ciccone
Summit, NJ
John Hubard
Roanoke, VA
Matthew Cornfield
Charlottesville, VA
William Richmond
Charlotte, NC
Brittany Mcbride
Fredericksburg, VA
Hiu Chung Chong
Austin, TX
Kyle Hogue
Richmond, VA

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.

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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.

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