Unclaimed Profile

Andrew Brian Goodman

CIC WEALTH, LLC·ROCKVILLE, Maryland

Clean record18 years registeredCIC WEALTH, LLC

1101 WOOTTON PARKWAY, ROCKVILLE, MD 20852CRD# 2768789Firm CRD# 290198

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Brian Goodman · ROCKVILLE, MD

Registration

CRD #2768789 · CIC WEALTH, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CIC WEALTH, LLC

CIC WEALTH, LLC

Nov 2017 – Mar 2021

Rockville, MD

COMMONWEALTH FINANCIAL NETWORK

Jan 2013 – Nov 2017

Gaithersburg, MD

YELLOWWOOD FINANCIAL ADVISORS, INC.

Jan 2008 – Jan 2013

GAITHERSBURG, MD

Registrations & Exams

Registration record

First registered · January 10, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CIC WEALTH, LLC

CRD 290198 · SEC 801-111990

AUM

$659M

Regulatory assets under management

Employees

2,144 client accounts

Services offered by CIC WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CIC WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Brian Goodman offer?

Andrew Brian Goodman specializes in Financial Planning, Investment Management.

What are Andrew Brian Goodman's credentials?

Andrew Brian Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Brian Goodman located?

Andrew Brian Goodman is based in ROCKVILLE, Maryland, last registered with CIC WEALTH, LLC.

How does Andrew Brian Goodman charge for services?

Andrew Brian Goodman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CIC WEALTH, LLC?

CIC WEALTH, LLC has approximately 16 employees and manages $659M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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