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
    460
    MILLIONS
  • Total Number of Accounts
    1,513
    ACCOUNTS
  • Average Account Value
    $304,272
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

AZ, CA, DC, DE, FL, GA, IL, LA, MD, NC, NE, NJ, NY, OH, PA, SC, TX, VA, WV

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