Cic Wealth, LLC
Cic Wealth, LLC (CRD# 290198) is a financial advisory firm headquartered in Rockville, MD. They manage $658,821,740 in 2,144 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management659MILLION
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Total Number of Accounts2,144ACCOUNTS
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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
Frank Cappadora (CRD# 2482297) is an Investment Advisor Representative working at Cic Wealth, LLC in Owings Mills, MD and has over 23 years of experience in the finance industry.
Brian Davis (CRD# 4479106) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 10 years of experience in the finance industry.
Sherman Malcolm Ethridge (CRD# 5981743) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 12 years of experience in the finance industry.
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.
Austin Pearl (CRD# 6980990) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 5 years of experience in the finance industry.
Daniel Pessagno (CRD# 4771227) is an Investment Advisor Representative working at Cic Wealth, LLC in Owings Mills, MD and has over 17 years of experience in the finance industry.
Richard Sebastian (CRD# 6041899) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 11 years of experience in the finance industry.
Kenneth Smith (CRD# 5742217) is an Investment Advisor Representative working at Cic Wealth, LLC in Owings Mills, MD and has over 14 years of experience in the finance industry.
Ryan Wibberley (CRD# 2370778) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 30 years of experience in the finance industry.
Dawn Wright (CRD# 6425393) is an Investment Advisor Representative working at Cic Wealth, LLC in Owings Mills, MD and has 1 year of experience in the finance industry.