Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in Baltimore, MD
Every SEC-registered investment adviser representative at a &Partners office in Baltimore, A to Z.
5 registered advisors work at &Partners in Baltimore, out of 539 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
&Partners advisors in Baltimore, A to Z
Every &Partners advisor →- Mark A. DawsonAlso a broker rep
- David S. FrankCertified Financial Planner · Also a broker rep
- Michael GrossmanCertified Financial Planner · Also a broker rep
- Matthew A. KlatskyAlso a broker rep
- Lukas K. MihailovichAlso a broker rep
&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners advisors in other cities
Clayton, MO 198Nashville, TN 83Davidson, NC 6Fayetteville, AR 6Florham Park, NJ 6Saint Louis, MO 6Sumter, SC 6Northbrook, IL 5Tyler, TX 5Aiken, SC 4Albany, NY 4Arlington Heights, IL 4Bellevue, WA 4Charlottesville, VA 4Naperville, IL 4
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 &Partners have in Baltimore?
5 investment adviser representatives are registered at &Partners offices in Baltimore, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 539 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is &Partners one of the largest advisor employers in Baltimore?
&Partners ranks number 24 in Baltimore by registered advisors; Morgan Stanley has the most, with 126.
How do I check a &Partners 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 &Partners 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.