Carlos
Salmon
Cic Wealth, LLC
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About this Advisor
Carlos Salmon is a financial advisor working in Rocky Hill, Connecticut, who has 1 year of industry experience. Salmon works at Cic Wealth, LLC. Throughout their career, Salmon has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Key Investment Services LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Key Private Bank, Stratos Wealth Advisors, LLC and Cic Wealth, LLC. Salmon maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Cic Wealth, LLC is a financial advisory firm operating out of Rockville, MD. The firm has offices in three locations and a total of 16 people on staff. It controls $551 million in assets across its 2,029 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,029 accounts, 23% are held by high-net-worth investors who have at least $1 million in assets available to invest. Cic Wealth, LLC provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on which service is offered. Fee types charged by Cic Wealth, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cic Wealth, LLC Brokerage Details
$550,947,483
16
2,029
$271,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Carlos Salmon Work History
Carlos has been registered as a financial advisor for 1 years.*
Cic Wealth, LLC
Mass Mutual Life Insurance Company
Mml Investors Services
Stratos Wealth Advisors, LLC
Key Investment Services LLC
Key Private Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carlos Salmon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cic Wealth, LLC
Owings Mills, MD
Rockville, MD
Rocky Hill, CT
Owings Mills, MD
New York, NY
Fairfax Station, VA
Rockville, MD
Rockville, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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