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William Martin Gilmore

FCIG WEALTH MANAGEMENT, LLC·PLAINFIELD, Connecticut
SIE, Series 7, Series 24, Series 31, Series 66CFPClean record22 years registeredFCIG WEALTH MANAGEMENT, LLC
94 NORWICH ROAD, PLAINFIELD, CT 06374CRD# 4686895Firm CRD# 329906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Martin Gilmore · PLAINFIELD, CT
Registration
CRD #4686895 · FCIG WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

FCIG WEALTH MANAGEMENT, LLC
Mar 2024 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Feb 2020 – Jul 2024
Plainfield, CT
IC ADVISORY SERVICES, INC.
Mar 2015 – Feb 2020
PLAINFIELD, CT
LPL FINANCIAL LLC
May 2008 – Apr 2015
CHEPACHET, RI
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Jan 2004 – Sep 2005
WELLESLEY HILLS, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 66
Registration record
First registered · January 2, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FCIG WEALTH MANAGEMENT, LLC
CRD 329906 · SEC 801-129706
AUM
$103M
Regulatory assets under management
Employees
2
361 client accounts
Services offered by FCIG WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Security ratings or pricing services
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at FCIG WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does William Martin Gilmore offer?
William Martin Gilmore specializes in Financial Planning. Contact their office in PLAINFIELD, Connecticut for a consultation.
What are William Martin Gilmore's credentials?
William Martin Gilmore holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William Martin Gilmore located?
William Martin Gilmore is based in PLAINFIELD, Connecticut, working with FCIG WEALTH MANAGEMENT, LLC. Their office serves clients in the PLAINFIELD metropolitan area and surrounding communities.
How does William Martin Gilmore charge for services?
William Martin Gilmore's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FCIG WEALTH MANAGEMENT, LLC?
FCIG WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
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