Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Easton, MD
Every SEC-registered investment adviser representative at a firm office in Easton, with the firms that employ the most of them.
74 registered advisors work in Easton; the most are at Morgan Stanley (21). 10 list the CFP designation and 61 are also registered broker representatives.
Firms with the most advisors in Easton
| Firm | Advisors in Easton |
|---|---|
| Morgan Stanley news | 21 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 9 |
| Robert W. Baird & Co. Incorporated news | 9 |
| RBC Capital Markets, LLC news | 6 |
| Andersen Wealth Management | 4 |
| Raymond James & Associates, Inc. news | 4 |
| Capital Investment Advisors | 2 |
| Charles Schwab & Co., Inc. news | 2 |
| Drs Wealth Management | 2 |
| Tred Avon Family Wealth, LLC | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Commonwealth Financial Network news | 1 |
| East Bay Equities LLC | 1 |
| Fbb Capital Partners | 1 |
| First Command Advisory Services | 1 |
| Index Portfolio Tools Advisors | 1 |
| LPL Financial LLC news | 1 |
| PNC Wealth Management LLC | 1 |
| Rockledge Partners, LLC | 1 |
| Shore Financial Advisors, LLC | 1 |
| Truist Advisory Services, Inc. news | 1 |
| Voya Financial Advisors, Inc. | 1 |
Advisors in Easton, A to Z
CFP advisors in Easton →- Tracy L. AaronCambridge Investment Research Advisors, Inc.
- David M. AdamsRobert W. Baird & Co. Incorporated
- Caroline Adorni WillemsMorgan Stanley
- Matthew D. AlbersDrs Wealth Management
- Michael R. AndersenAndersen Wealth Management
- Brady J. BaileyAndersen Wealth Management
- Robert Bennett Jr.Charles Schwab & Co., Inc.
- Gray D. BoutteMorgan Stanley
- Regis BreenAmeriprise Financial Services, LLC
- Martha CallahanFbb Capital Partners · Certified Financial Planner
- Thomas R. Campi Jr.Index Portfolio Tools Advisors · Certified Financial Planner
- David M. ConnollyRobert W. Baird & Co. Incorporated · Chartered Financial Analyst
- Theresa S. DurnbaughMorgan Stanley
- Jennifer N. EdgellRBC Capital Markets, LLC
- Scott W. EglsederCommonwealth Financial Network
- Deborah J. ElmesMorgan Stanley
- Emma ElmesRBC Capital Markets, LLC
- John T. Elmes IIIMorgan Stanley
- Lars K. EricksonEast Bay Equities LLC
- Ronald J. FlohrMorgan Stanley · Certified Financial Planner
- Penny A. FontanaMorgan Stanley
- William C. FoxLPL Financial LLC
- Alex N. FritzscheRBC Capital Markets, LLC
- Aaron M. GabrielianRBC Capital Markets, LLC · Certified Financial Planner
- Benjamin GardnerCharles Schwab & Co., Inc.
- Semene A. GildenMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Brooke A. GrimesRBC Capital Markets, LLC
- Shane L. HatfieldMorgan Stanley
- Bradley V. HillMorgan Stanley
- Thomas E. HillMorgan Stanley
- Lisa S. HunterMorgan Stanley
- Skylynd R. KahatRobert W. Baird & Co. Incorporated
- Felicia E. KempMorgan Stanley
- Katherine L. KnappMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kate E. KrausMorgan Stanley
- Rachel H. LandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph F. Lorenzo IIAndersen Wealth Management
- Adam L. LybargerAndersen Wealth Management
- James A. MalenaMorgan Stanley
- John P. MeadRobert W. Baird & Co. Incorporated
- Bradley A. MillerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David B. MillerRBC Capital Markets, LLC · Certified Financial Planner
- Frederick H. MorganMorgan Stanley
- Michael P. NixonDrs Wealth Management
- Joseph J. OpalskiVoya Financial Advisors, Inc.
- Marjorie A. OpalskiCapital Investment Advisors
- Michael J. OpalskiCapital Investment Advisors
- Virginia OurslerRaymond James & Associates, Inc.
- Wade OurslerRaymond James & Associates, Inc. · Certified Financial Planner
- Cheryl R. PalumboRobert W. Baird & Co. Incorporated
- Kathryn H. PrattMorgan Stanley
- Charles A. PritchettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William B. QuickMorgan Stanley · Chartered Financial Analyst
- Chelsea N. RalstonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven D. RingerTruist Advisory Services, Inc.
- Darin D. RoserRobert W. Baird & Co. Incorporated
- Lou S. SatchellRobert W. Baird & Co. Incorporated
- Blake M. SaulsburyRaymond James & Associates, Inc.
- Stephanie L. SaundersMorgan Stanley
- Christina Z. SeidelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Wayne H. ShanerRockledge Partners, LLC
- Elizabeth M. SherbertRobert W. Baird & Co. Incorporated
- Tracy SimpkinsPNC Wealth Management LLC
- Justin C. SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frances E. SpurryTred Avon Family Wealth, LLC · Certified Financial Planner
- Edwin H. Stone Jr.Shore Financial Advisors, LLC
- Gretchen P. StraczewskiTred Avon Family Wealth, LLC
- Raymond E. Sutch IIIMorgan Stanley
- Garrett A. ThriftRaymond James & Associates, Inc. · Certified Financial Planner
- Kirk W. ThrushMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel W. TomlinsonFirst Command Advisory Services · Certified Financial Planner
- Aimee D. WatkinsRobert W. Baird & Co. Incorporated
- Ishmael R. Willey IVMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Crystal B. WiseMorgan Stanley
Other cities in Maryland
All of Maryland →Bethesda 820Baltimore 662Hunt Valley 567Annapolis 437Rockville 390Columbia 366Owings Mills 322Towson 284Frederick 198Lutherville 170Bel Air 132North Bethesda 125Gaithersburg 120Timonium 112Potomac 111Chevy Chase 97Ellicott City 92Silver Spring 72Salisbury 68Hagerstown 66Cockeysville 63Severna Park 60Westminster 45Linthicum Heights 43
Questions
How many financial advisors are in Easton, MD?
74 investment adviser representatives are registered at firm offices in Easton, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 61 of them are also registered as broker representatives, and 10 list the CFP designation.
Which firm has the most financial advisors in Easton?
Morgan Stanley, with 21 registered advisors in Easton, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 9.
How do I check a financial advisor in Easton?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.