Donald Cichon, financial advisor Portsmouth NH
93 score

Donald Cichon

CRD Number: 3122762
Current Firm: Waddell & Reed

Donald Cichon (CRD# 3122762) is an Investment Advisor Representative working at Waddell & Reed in Portsmouth, NH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Dover Children's Home Dover, NH Mar 2014 - Current 2
Various Insurance Carriers For W & R Isnurance Agencies Dover, NH Feb 1999 - Current 17
Waddell & Reed, Inc. Porstmouth, NH Sep 1998 - Current 18
Garrison Players Arts Center Rollinsford, NH Jul 2012 - May 2014 1
Greater Dover Chamber Of Commerce Dover, NH Oct 2007 - Oct 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Donald J. Cichon
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • DE
  • NH
  • TX
  • ME
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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