Raymond Joseph Sicard

Employer firm

Falcon Wealth Planning, Inc. CRD 174092

$1.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 10/2018
  Unemployed
  Somerville, MA
• 01/2018 → 12/2020
  Ameriprise Financial Services Inc
  Boston, MA
• 01/2021 → 01/2022
  Unemployed
  Weymouth, MA
• 01/2022 → 06/2024
  Facet Wealth
  Baltimore, MD
• 07/2024 → 01/2025
  Goodman Advisory Group, Llc
  Needham, MA
• 08/2024 → 11/2024
  Lpl Financial, Llc
  Needham, MA
• 01/2025 → 04/2025
  Unemployed
  Weymouth, MA
• 04/2025 → Present
  Falcon Wealth Planning, Inc.
  Ontario, CA
• 04/2025 → Present
  Falcon Wealth Planning, Inc.
  Weymouth, MA

Previous Registrations

• 2022-01-23 → 2024-06-04
  Facet
  Weymouth, MA
  West Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-11-15
• S63 Uniform Securities Agent State Law Examination
  2018-11-14

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Raymond J Siccud
• Raymond J Sicard
• Raymond J Sicard
• Raymond Joseph Sicard
• Raymond Joseph Sicard