Financial ADVSR advisor directory · SEC adviser records
Equitycompass Investment Management, LLC financial advisors in Baltimore, MD
Every SEC-registered investment adviser representative at a Equitycompass Investment Management, LLC office in Baltimore, A to Z.
The short answer
3 registered advisors work at Equitycompass Investment Management, LLC in Baltimore, out of 5 at the firm nationwide; it ranks number 35 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Equitycompass Investment Management, LLC advisors in Baltimore, A to Z
Every Equitycompass Investment Management, LLC advisor →- Bernard J. Kavanagh IIIAlso a broker rep
- Michael S. SchererInvestment adviser rep
- Bobby ThomasInvestment adviser rep
Equitycompass Investment Management, LLC advisors in every city and state →Equitycompass Investment Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Equitycompass Investment Management, LLC advisors in other cities
Other firms in Baltimore
All Baltimore advisors →Morgan Stanley 126T. Rowe Price Associates, Inc. 74Merrill Lynch, Pierce, Fenner & Smith Incorporated 45LPL Financial LLC 33UBS Financial Services Inc. 30J.P. Morgan Securities LLC 26RBC Capital Markets, LLC 24T. Rowe Price Advisory Services, Inc. 23Brown Advisory 15Cetera Investment Advisers LLC 11Chapin, Davis 11Lombard Advisers Incorporated 11
Questions
How many financial advisors does Equitycompass Investment Management, LLC have in Baltimore?
3 investment adviser representatives are registered at Equitycompass Investment Management, LLC offices in Baltimore, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Equitycompass Investment Management, LLC one of the largest advisor employers in Baltimore?
Equitycompass Investment Management, LLC ranks number 35 in Baltimore by registered advisors; Morgan Stanley has the most, with 126.
How do I check a Equitycompass Investment Management, LLC advisor in Baltimore?
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 Equitycompass Investment Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.