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Kenneth Andrew Smith

CIC Wealth, LLC

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About Kenneth Andrew Smith

Kenneth Andrew Smith is an active Investment Advisor Representative with CIC Wealth, LLC. Kenneth Smith is also registered with Apollon Wealth Management, LLC. Kenneth Smith has been in the industry for over 10 years and has a wealth of experience in financial planning, portfolio management and pension consulting. Kenneth Smith is dedicated to helping clients achieve their financial goals.

Firm Information

Kenneth Smith is currently registered with CIC Wealth, LLC. CIC Wealth, LLC is an investment advisory firm based in Rockville, MD. The firm provides financial planning, portfolio management for individuals, and pension consulting services. CIC Wealth manages approximately $658.8 million in assets for a variety of clients including high-net-worth individuals, individuals other than high-net-worth, corporations, charitable organizations, and pension and profit sharing plans.
CIC Wealth, LLC

1101 WOOTTON PARKWAY

ROCKVILLE, MD 20852

$658.82M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Smith’s Registration & Firm History

MD

11/13/2017 - Present

CIC Wealth, LLC (OWING MILLS MD)

MD

11/13/2017 - 02/01/2019

PURSHE KAPLAN STERLING INVESTMENTS (Owing Mills MD)

MD

01/03/2013 - 11/14/2017

COMMONWEALTH FINANCIAL NETWORK (OWINGS MILLS MD)

MD

03/05/2010 - 12/05/2012

PARK AVENUE SECURITIES LLC (SPARKS MD)

MD

12/17/2009 - 01/07/2010

HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)

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Licenses & Designations

IA

Issued 01/06/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2013

Series 7 - General Securities Representative Examination

BC

Issued 12/16/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Andrew Smith.
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