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Tina Marie Cicci

CWM, LLC

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About Tina Marie Cicci

Tina Marie Cicci is a registered investment advisor representative with CWM, LLC, and has been in the financial industry since 2012. Tina Marie is registered in Massachusetts and has a Series 7, Series 66 and SIE licenses. She previously worked at LPL FINANCIAL LLC and ING FINANCIAL PARTNERS, INC.

Firm Information

Tina Cicci is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

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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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.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

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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other

Solicitor fees from other investment advisors

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Tina Cicci’s Registration & Firm History

MA

09/29/2020 - Present

CWM, LLC (Foxboro MA)

MA

01/08/2014 - 09/25/2019

LPL FINANCIAL LLC (FOXBOROUGH MA)

MA

03/22/2012 - 12/20/2013

ING FINANCIAL PARTNERS, INC. (FOXBOROUGH MA)

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Licenses & Designations

BOTH

Issued 04/04/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tina Marie Cicci.
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