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Francesco Ciotola

Everhart Advisors

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About Francesco Ciotola

Francesco Ciotola is an investment advisor representative associated with Everhart Advisors. Francesco has been in the industry since 2003 and has experience working with individuals, pension and profit sharing plans and other clients. Francesco has a Series 7, Series 63 and SIE license. Francesco has also worked at MID ATLANTIC CAPITAL CORPORATION and CAMBRIDGE INVESTMENT RESEARCH, INC..

Firm Information

Francesco Ciotola is currently registered with Everhart Advisors. Everhart Advisors, based in Dublin, OH, is a registered investment advisor with over 1445 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They are also the publisher of periodicals. Everhart Advisors serves clients across various categories, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm employs 8 licensed agents and 22 investment advisor representatives.
Everhart Advisors

535 METRO PLACE SOUTH

DUBLIN, OH 43017

$1.45B

Assets Under Management

493

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francesco Ciotola’s Registration & Firm History

OH

10/06/2017 - Present

Everhart Advisors (DUBLIN OH)

OH

12/28/2015 - 03/30/2020

MID ATLANTIC CAPITAL CORPORATION (DUBLIN OH)

OH

03/03/2003 - 12/28/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (DUBLIN OH)

FL

08/06/2002 - 03/24/2003

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

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Licenses & Designations

BC

Issued 07/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francesco Ciotola.
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