Unclaimed Profile

Andrew Brian Goodman

CIC WEALTH, LLC·ROCKVILLE, Maryland

Clean recordCIC 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Brian Goodman is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with CIC WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CIC WEALTH, LLC

AUM

$659M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CIC WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2768789

Firm CRD# 290198

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Brian Goodman offer?

Andrew Brian Goodman specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.

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, working with CIC WEALTH, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

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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