Financial ADVSR advisor directory · SEC adviser records
Baltimore-Washington Financial Advisors financial advisors in Columbia, MD
Every SEC-registered investment adviser representative at a Baltimore-Washington Financial Advisors office in Columbia, A to Z.
The short answer
11 registered advisors work at Baltimore-Washington Financial Advisors in Columbia, out of 11 at the firm nationwide; it ranks number 9 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Baltimore-Washington Financial Advisors advisors in Columbia, A to Z
Every Baltimore-Washington Financial Advisors advisor →- Joseph A. CaputoCertified Financial Planner
- Robert G. CarpenterInvestment adviser rep
- Townsend Hornor Jr.Investment adviser rep
- Thad J. IsmartCertified Financial Planner
- John C. KellyCertified Financial Planner
- Tyler KlugeCertified Financial Planner
- Joseph U. ManfrediInvestment adviser rep
- Samantha NashInvestment adviser rep
- Max PflugradInvestment adviser rep
- Lawrence M. PostCertified Financial Planner
- Matthew SmilerChartered Financial Consultant
Baltimore-Washington Financial Advisors advisors in every city and state →Baltimore-Washington Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Columbia
All Columbia advisors →Wells Fargo Clearing Services, LLC 63Equitable Advisors, LLC 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Ameriprise Financial Services, LLC 16LPL Financial LLC 15Morgan Stanley 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 12Strategic Advisers LLC 11MML Investors Services, LLC 9Transamerica Financial Advisors, LLC 7Commonwealth Financial Network 6
Questions
How many financial advisors does Baltimore-Washington Financial Advisors have in Columbia?
11 investment adviser representatives are registered at Baltimore-Washington Financial Advisors offices in Columbia, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Baltimore-Washington Financial Advisors one of the largest advisor employers in Columbia?
Baltimore-Washington Financial Advisors ranks number 9 in Columbia by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.
How do I check a Baltimore-Washington Financial Advisors advisor in Columbia?
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 Baltimore-Washington Financial Advisors 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.