Cicily Carson Maton
CFP®Professional Summary
Cicily Carson Maton, CFP®, who also goes by Mrs Sheldon Lee, was a registered financial advisor. Cicily was a previously registered financial professional and started their career in finance 1984 - 2023. Cicily had worked at 8 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
Specializations
Biography
Cicily Maton was a pioneer in life planning and an early adaptor of the tools and methods of communication developed from the research from the fields of behavioral financial, neuropsychology and psychology. She has been a member of the Sudden Money Institute since it's inception, reaching the mastery level of CeFT™, Certified Financial Transitionist™. Financial Transitions Planning focuses on helping individuals and families think through and move through major life events so their experience is...
Other Aliases
Mrs Sheldon Lee
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.
Contact Information
Main Address
1615 5th Avenue, Moline, IL 61265Phone Number
(309) 797-4030# of Employees
28SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,032AUM (Assets Under Management)
$1,371,859,808Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Cicily
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
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