Kenneth
Smith
Cic Wealth, LLC
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About this Advisor
Kenneth Smith is a financial advisor who works in Owings Mills, Maryland with a total of 6 years of relevant experience. Smith is an advisor for Cic Wealth, LLC. Smith has gained experience at Cic Wealth, LLC, Commonwealth Financial Network and Purshe Kaplan Sterling Investments, Inc. Smith has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Cic Wealth, LLC is a company operating out of Rockville, MD. The firm has offices in three locations and a total of 16 financial advisors. It has $551 million in assets among its 2,029 customer accounts, placing it among the larger firms in the country by assets under management. Of its 2,029 accounts, 23% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services are provided. Fees charged by Cic Wealth, LLC can consist 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
Kenneth Smith Work History
Kenneth has been registered as a financial advisor for 6 years.*
Cic Wealth, LLC
Purshe Kaplan Sterling Investments, Inc
Commonwealth Financial Network
*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 Kenneth Smith 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
Rocky Hill, CT
Owings Mills, MD
Rockville, 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.
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