DFX Intelligence

Data Factory

RIA / WealthAdvisor26 years in industry

GERALD CICIARELLI

Advisor at EDELMAN FINANCIAL ENGINES

EAST SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb3684f6-69c5-8fea-3b6b-d8bdae6b6f9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 17, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 15, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 15, 2000
First registration: Jun 17, 2011
Dual registered: no
Other names: JERRY CICIARELLI
IAPD individual key: 4238946

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 30, 2016	n/a	yes	EAST SYRACUSE, NY	Current employment
THE MUTUAL FUND STORE	Former SEC adviser	Apr 21, 2014	Feb 13, 2015	no	OVERLAND PARK, KS	Previous registration
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Jan 2, 2013	Nov 30, 2016	no	OVERLAND PARK, KS\|CICERO, NY	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Jun 17, 2011	Sep 4, 2015	no	CICERO, NY\|OVERLAND PARK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL ENGINES ADVISOR CENTER, LLC	THE MUTUAL FUND STORE	Nov 30, 2016	Apr 21, 2014	-954	Firm change after gap	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Sep 4, 2015	Jan 2, 2013	-975	Channel change	Other
THE MUTUAL FUND STORE	EDELMAN FINANCIAL ENGINES	Feb 13, 2015	Nov 30, 2016	656	Firm change after gap	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 30, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Jan 2, 2013 to Nov 30, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Jun 17, 2011 to Sep 4, 2015factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Apr 21, 2014 to Feb 13, 2015factForm ADV

Dated events

No dated event names this entity yet.