Richard Sebastian, financial advisor Rockville MD
93 score

Richard Sebastian

CRD Number: 6041899
Current Firm: Cic Wealth, LLC

Richard Sebastian (CRD# 6041899) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Nov 2017 - Current < 1
Cic Wealth, LLC Rockville, MD Nov 2017 - Current < 1
Commonwealth Financial Network Waltham, MA Nov 2016 - Nov 2017 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Oct 2016 2
Mcadam, LLC West Tysons Corner, VA Oct 2014 - Oct 2016 2
Ja Bentley & Co Chicago, IL Aug 2014 - Oct 2014 < 1
Mcadam Financial Group Tysons Corner, VA Jun 2012 - Oct 2014 2
Ing Financial Partners West Tysons Corner, VA Apr 2012 - Oct 2014 2
Towson University Towson, MD Aug 2007 - May 2012 4
Smc Salisbury, MD May 2008 - Sep 2011 3
Marshall Hotels & Resorts, Inc. Salisbury, MD May 2011 - Aug 2011 < 1
Marshall Hotels & Resorts, Inc. Salisbury, MD May 2010 - Aug 2010 < 1
Ocean Pines G&cc Ocean Pines, MD May 2009 - Aug 2009 < 1
Bluestone Restaurant Lutherville-timonium, MD Sep 2008 - Apr 2009 < 1
Ocean Pines G&cc Ocean Pines, MD May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Richard S. Sebastian
Phone Number: 301.816.4683
Firm Website:
Registered State(s):
  • MD
  • TX
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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