Dawn
Wright
Cic Wealth, LLC
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About this Advisor
Dawn Wright is a financial advisor based out of Owings Mills, Maryland who has 1 year of relevant experience. Wright currently works for Cic Wealth, LLC. Over the course of their career, they have held roles at Cic Wealth, LLC, Knollwood Investment Advisory, Kissinger Financial Services and Towson University. Wright holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Maryland. Cic Wealth, LLC is a business operating out of Rockville, MD. The company has offices in three locations and a total of 16 advisors. It administers $551 million in total assets among 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% belong to high-net-worth investors who have greater than $1 million in assets. Cic Wealth, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which service is provided. However, fee types billed by Cic Wealth, LLC can include some combination 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
Dawn Wright Work History
Dawn has been registered as a financial advisor for 1 years.*
Cic Wealth, LLC
Knollwood Investment Advisory
Kissinger Financial Services
Towson University
*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 Dawn Wright 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
Rocky Hill, CT
Rockville, MD
Owings Mills, MD
New York, NY
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.
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