RICCIO & ASSOCIATES

RICCIO & ASSOCIATES is an SEC-registered investment adviser (CRD 304972). Regulatory assets under management: $1.8M.

Registration

• CRD: 304972
• Type: Registered investment adviser
• Phone: 954-881-3398
• Latest filing: 2026-03-20
• Regulatory AUM: $1.8M
• Discretionary AUM: $1.8M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304972 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search