Geral Smith Email & Phone Number
Office of Supervisory Jurisdiction and Director of Administration @ Ciccarelli Advisory Services, Inc.
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Geral Smith Location
- Rochester, NY, US
Geral Smith Work
- Office of Supervisory Jurisdiction and Director of Administration @ (September 2025 - Present)
- Chief Operating Officer and Chief Compliance Officer and OSJ @ (July 2006 - March 2026)
- SRVP and Home Office Supervision @ (July 2006 - August 2013)
- Director of Network Supervision @ Northwestern Mutual Financial (December 2003 - July 2006)
- Branch Manager @ Westminster Financial (January 2002 - January 2003)
- Administrative Manager @ Prudential Securities (January 1999 - January 2003)
Geral Smith Education
- SUNY Geneseo 1980-1983
Geral Smith Skills
- Securities
- Investments
- Series 7
- Mutual Funds
- Investment Advisory
- Retirement Planning
- Insurance
- FINRA
- Wealth Management
- Human Resources
- Operations Management
- Management
- Series 24
Geral Smith Summary
- Geral Smith, based in Rochester, NY, US, is currently a Office of Supervisory Jurisdiction and Director of Administration at Ciccarelli Advisory Services, Inc.. Geral Smith brings experience from previous roles at Ciccarelli Advisory Services, Inc., FSC Securities Corporation, Northwestern Mutual Financial and Westminster Financial. Geral Smith holds a 1980 - 1983 SUNY Geneseo. With a robust skill set that includes Securities, Investments, Series 7, Mutual Funds, Investment Advisory and more. Geral Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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