Daniel
Pessagno
Cic Wealth, LLC
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About this Advisor
Daniel Pessagno is a financial advisor based in Owings Mills, Maryland, working with Cic Wealth, LLC. Daniel has previously held positions at Susquehanna Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, W&R Ins. Agencies/W&R Financial, Waddell & Reed Inc, Sesquehanna Wealth Strategies, Cadaret Grant, Securian Financial Group, Minnesota Life Insurance Co, Securian Financial Of The Chesepeake, and Cic Wealth, LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Daniel is part of Cic Wealth, LLC, which operates out of Owings Mills, Maryland. The firm has 1 office and 16 employees. The firm manages assets totaling $658.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Cic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cic Wealth, LLC Brokerage Details
$658,821,740
16
2,144
$307,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Pessagno Work History
Cic Wealth, LLC
Securian Financial Group
Minnesota Life Insurance Co
Securian Financial Of The Chesepeake
W&R Ins. Agencies/W&R Financial
Waddell & Reed Inc
Cadaret Grant
Susquehanna Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Sesquehanna Wealth Strategies
Disclosures
Please visit the SEC profile of Daniel Pessagno 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
Owings Mills, MD
Rockville, MD
New York, NY
Owings Mills, MD
Rockville, MD
Rockville, MD
Owings Mills, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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