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Michael Cicotello

Assetmark, INC.
18 Years of Experience
Phoenix, AZ
1 DisclosureBroker
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Michael Cicotello is a registered investment advisor at Assetmark, INC., based in Phoenix, AZ, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 456,452 clients with $92B in assets under management.

Assetmark, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
218 advisors
IM Fee
Planning only
Assets Under Management
$91.8B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3200 N. Central Avenue, 7th Floor, Phoenix, AZ, 85012

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History

Regulatory History (1)
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Criminal
June 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Assetmark, INC.
March 2026 - Present · 7 mos
Assetmark Brokerage, LLCBroker
December 2025 - Present · 10 mos
Previous Registrations
Encompass More Investments, LLCBroker
December 2023 - December 2025 · 2 yrs
Annexus Securities, LLCBroker
July 2021 - December 2021 · 5 mos
Transamerica Capital, INC.Broker
March 2014 - May 2021 · 7 yrs 2 mos
Charles Schwab & CO., INC.
April 2008 - January 2014 · 5 yrs 9 mos
Charles Schwab & CO., INC.Broker
July 2006 - January 2014 · 7 yrs 6 mos
Janus Distributors LLCBroker
July 2006 - July 2006 · 0 mos
World Group Securities, INC.Broker
February 2005 - December 2005 · 10 mos
State Registrations6 states
ALAZGAMSSCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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