Sherman Malcolm
Ethridge
Cic Wealth, LLC
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About this Advisor
Sherman Malcolm Ethridge is a financial advisor based in Rockville, Maryland, working with Cic Wealth, LLC. Sherman has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Clearing Services, LLC, and Cic Wealth, LLC. Sherman has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Sherman is part of Cic Wealth, LLC, which operates out of Rockville, 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
Sherman Malcolm Ethridge Work History
Cic Wealth, LLC
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Sherman Malcolm Ethridge 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
New York, NY
Owings Mills, MD
Rockville, MD
Rockville, MD
Rockville, MD
Owings Mills, MD
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