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Sherman malcolm Ethridge

CIC Wealth, LLC

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About Sherman malcolm Ethridge

Sherman Malcolm Ethridge is a financial advisor with over 10 years of experience in the industry. Sherman has a background in both insurance and investment advisory services, and holds the Series 7, Series 66 and SIE licenses. Sherman is currently affiliated with CIC Wealth, LLC and Capital Area Planning Group, and has previous experience with both Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sherman provides a variety of services to individuals and businesses, including financial planning, portfolio management, and insurance sales.

Firm Information

Sherman malcolm Ethridge 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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Sherman malcolm Ethridge’s Registration & Firm History

MD

05/15/2019 - Present

CIC Wealth, LLC (ROCKVILLE MD)

DC

01/15/2016 - 05/14/2019

WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)

MD

11/17/2011 - 01/19/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH BETHESDA MD)

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Licenses & Designations

BOTH

Issued 12/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sherman malcolm Ethridge.
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