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Michael Brett Fein

CIC Wealth, LLC

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About Michael Brett Fein

Michael Fein is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with CIC Wealth, LLC and Apollon Wealth Management, LLC. Michael holds a Series 66, Series 7, Series 30, Series 31 and SIE license. Michael focuses on providing financial advice and planning services for individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Michael Fein 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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Michael Fein’s Registration & Firm History

MD

11/13/2017 - Present

CIC Wealth, LLC (OWING MILLS MD)

MD

11/20/2002 - 11/14/2017

COMMONWEALTH FINANCIAL NETWORK (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 01/28/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/11/2011

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 11/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Brett Fein.
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