Michael Cicotello
Investment adviser representative at Assetmark, Inc.
12 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
Are you Michael Cicotello? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Assetmark Brokerage, LLCDec 2025 to now
- Assetmark, Inc.Nov 2025 to now
- Assetmark Financial Holdings, Inc.Nov 2025 to now
- Encompass More Investments, LLCAug 2023 to Nov 2025
- Annexus Retirement SolutionsJul 2021 to Nov 2025
- AnnexusJul 2021 to Dec 2021
- Annexus Securities LLCJul 2021 to Dec 2021
- Liberty MutualJun 2021 to Jul 2021
- UnemployedMay 2021 to Jul 2021
- Transamerica Capital IncMar 2014 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4854475
- Firm CRD
- 109018