Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Fallston, MD
Every SEC-registered investment adviser representative at a firm office in Fallston, with the firms that employ the most of them.
10 registered advisors work in Fallston; the most are at Strategic Advisers LLC (3). 3 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Fallston
| Firm | Advisors in Fallston |
|---|---|
| Strategic Advisers LLC | 3 |
| Commonwealth Financial Network news | 2 |
| Calton & Associates, Inc. | 1 |
| LPL Financial LLC news | 1 |
| Monarch Financial, LLC | 1 |
| Osaic Wealth, Inc. news | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Fallston, A to Z
CFP advisors in Fallston →- Joseph J. Bouffard Jr.Strategic Advisers LLC
- Stephanie F. CassedyOsaic Wealth, Inc.
- Marcie G. FlynnMonarch Financial, LLC
- Elizabeth A. HartmanCommonwealth Financial Network
- Michele P. HartmanCommonwealth Financial Network · Certified Financial Planner
- Stephen J. HepburnLPL Financial LLC · Certified Financial Planner
- John J. JohnCalton & Associates, Inc. · Certified Financial Planner
- Melissa A. MarmenState Farm Investment Management Corp. · Chartered Financial Consultant
- Justin MuhlStrategic Advisers LLC
- Stephanie M. MuhlStrategic Advisers LLC
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 92Easton 74Silver Spring 72Salisbury 68Hagerstown 66Cockeysville 63Severna Park 60Westminster 45
Questions
How many financial advisors are in Fallston, MD?
10 investment adviser representatives are registered at firm offices in Fallston, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Fallston?
Strategic Advisers LLC, with 3 registered advisors in Fallston, followed by Commonwealth Financial Network with 2.
How do I check a financial advisor in Fallston?
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.