Daniel
Pessagno
Cic Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Pessagno is a financial advisor working out of Owings Mills, Maryland with 5 years of relevant experience. Pessagno works at Cic Wealth, LLC. Over the course of their career, they have held roles at Nationwide Investment Services Corporation, Nationwide Investment Advisors, LLC, 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. Pessagno has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Cic Wealth, LLC is a financial advisory firm that has its headquarters in Rockville, MD. It has offices in three locations and a total of 16 advisors. It handles $551 million in total assets across its 2,029 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 2,029 customer accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cic Wealth, LLC provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely depend on which services the firm provides the client. However, fee types billed by Cic Wealth, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cic Wealth, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$550,947,483
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
16
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,029
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$271,536
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
Daniel has been registered as a financial advisor for 5 years.*
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
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
*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 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
New York, NY
Rockville, MD
Rocky Hill, CT
Owings Mills, MD
Rockville, MD
Fairfax Station, VA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)