Michael Fein (CRD# 4561594) is an Investment Advisor Representative working at Cic Wealth, LLC in Owings Mills, MD and has over 25 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cic Wealth, LLC | Owings Mills, MD | Nov 2017 - Current | 6 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2017 - Current | 6 |
| Commonwealth Financial Network | Waltham, MA | Sep 2002 - Nov 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 1999 |
- MD
-
Total Assets Under Management659MILLIONS
-
Total Number of Accounts2,144ACCOUNTS
-
Average Account Value$307,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WA
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