Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in Maryland
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Maryland, by city and A to Z.
The short answer
41 registered advisors work at Wealthspire Advisors in Maryland, out of 220 nationwide; it's the firm's number 2 state by advisors, and the most are in Potomac (23). 20 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors by city in Maryland
Every firm in Maryland →Wealthspire Advisors advisors in Maryland, A to Z
Search by name →- Scott N. BrodyPotomac
- Michael J. BurkePotomac
- Amanda N. CampbellFulton · Certified Financial Planner
- Samia L. ClookieFulton
- Ethan L. CopelandPotomac · Certified Financial Planner
- Adam P. CorderAnnapolis
- Jude C. CypherSalisbury
- Ryan DeleonPotomac
- Gary P. DesjardinsFulton · Certified Financial Planner
- Liam DesmondPotomac
- David A. DickmanPotomac
- Robin A. DobbsPotomac · Certified Financial Planner
- James K. EichelbergerAnnapolis · Certified Financial Planner
- Donald B. FarrenPotomac · Certified Financial Planner
- Mya E. FedashFulton
- Joseph P. GarrisonFulton · Certified Financial Planner
- James M. GriesserAnnapolis · Certified Financial Planner
- Trent W. HofmeisterSalisbury
- Ashley E. IddingsPotomac
- Ryan E. JordanPotomac
- Dmitriy KatsnelsonPotomac
- Christopher C. KiesslingPotomac · Certified Financial Planner
- Jennine R. LacroixAnnapolis · Certified Financial Planner
- Bart J. LanmanPotomac · Certified Financial Planner
- Kimberly S. MagahaFulton · Certified Financial Planner
- Abigail MalonePotomac
- Christopher S. MaxeyPotomac
- Max J. MeltzerPotomac · Certified Financial Planner
- Howard P. OffitPotomac
- Lauren RathsackFulton
- Anthony J. SainclairFulton
- William B. SchwartzPotomac · Certified Financial Planner
- Garrett R. ScrantonPotomac
- Luke S. SmithSalisbury · Certified Financial Planner
- Gary R. SobelmanPotomac
- Karl J. StiegmannPotomac · Certified Financial Planner
- Erik A. SzabocsikAnnapolis · Certified Financial Planner
- Edward C. VonlangeFulton · Certified Financial Planner
- Charles G. WalkerFulton · Certified Financial Planner
- Michele G. WalthertPotomac · Certified Financial Planner
- Jay M. WeinsteinPotomac · Chartered Financial Analyst
Wealthspire Advisors advisors in every state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →
Wealthspire Advisors in other states
New York 78Wisconsin 26California 19Virginia 16Florida 11Connecticut 9Ohio 5Washington 5Illinois 4
Questions
How many Wealthspire Advisors financial advisors are in Maryland?
41 investment adviser representatives are registered at Wealthspire Advisors offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 20 list the CFP designation and 0 are also registered as broker representatives.
Where in Maryland does Wealthspire Advisors have the most advisors?
Potomac, with 23, then Fulton (10). Wealthspire Advisors has advisors in 4 cities in Maryland.
How do I check a Wealthspire Advisors advisor in Maryland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.