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John Raymond Ciccarone

WBH Advisory, Inc.

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About John Raymond Ciccarone

John Raymond Ciccarone is a Baltimore, MD based investment advisor representative. He is currently registered with WBH Advisory, Inc. John is a Series 65 and Series 2 licensed advisor. John has worked in the industry since June 1992 and has worked at Wagner Capital Management Corp. in the past. John Ciccarone specializes in financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

John Ciccarone is currently registered with WBH Advisory, Inc.. WBH Advisory, Inc. is an investment advisor based in Baltimore, MD, with approximately $1,294,477,358 in regulatory assets under management. The firm primarily serves individuals, corporations, and charitable organizations, offering financial planning and portfolio management services. WBH Advisory has 12 investment adviser representatives and 11 individuals involved in investment advisory functions.
WBH Advisory, Inc.

1829 REISTERSTOWN ROAD, SUITE 225

BALTIMORE, MD 21208

$1.29B

Assets Under Management

3

Total Clients

11

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Ciccarone’s Registration & Firm History

MD

06/16/1992 - Present

WBH Advisory, Inc. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 06/04/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Raymond Ciccarone.
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