Kimberly Mamaril, financial advisor Rockville MD

Kimberly Mamaril

CRD Number: 6825108
Current Firm: Cic Wealth, LLC

Kimberly Mamaril (CRD# 6825108) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cic Wealth, LLC Rockville, MD Jul 2019 - Current 1
T. Rowe Price Owings Mills, MD Jun 2017 - Jun 2019 2
T. Rowe Price, Contracted Through The Boss Group Owings Mills, MD Dec 2016 - Jun 2017 < 1
Efficient Wealth Management The Woodlands, TX Jan 2015 - Dec 2016 1
Lindamood-bell Learning Processes Houston, TX Jun 2014 - Dec 2014 < 1
Lindamood-bell Learning Processes Baltimore, MD Jun 2013 - Jun 2014 1
Towson University Towson, MD Aug 2010 - May 2014 3
Towson University Towson, MD Aug 2012 - Aug 2013 1
Sakura Japanese Steakhouse Hunt Valley, MD Jan 2011 - Aug 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Kimberly G. Mamaril
Phone Number: 301.816.4683
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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