Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Kensington, MD
Every SEC-registered investment adviser representative at a firm office in Kensington, with the firms that employ the most of them.
21 registered advisors work in Kensington; the most are at Ameriprise Financial Services, LLC (4). 8 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Kensington
| Firm | Advisors in Kensington |
|---|---|
| Ameriprise Financial Services, LLC news | 4 |
| Delta Financial Advisors, Inc. | 4 |
| Edward Jones news | 2 |
| Raymond James Financial Services Advisors, Inc. news | 2 |
| Cetera Investment Advisers LLC news | 1 |
| Focus Partners Wealth, LLC | 1 |
| Holton & Kosanke Wealth Management, LLC | 1 |
| Mercer Global Advisors Inc. | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Morgan Stanley news | 1 |
| Osaic Wealth, Inc. news | 1 |
| Strategic Advisers LLC | 1 |
| Stratus Capital Management, LLC | 1 |
Advisors in Kensington, A to Z
CFP advisors in Kensington →- Peter K. BerneburgOsaic Wealth, Inc. · Certified Financial Planner
- Samuel E. BrownellStratus Capital Management, LLC · Chartered Financial Analyst
- Jacob P. DefilippoDelta Financial Advisors, Inc.
- Reed C. EliffMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Beverly A. FischettiDelta Financial Advisors, Inc. · Certified Financial Planner
- Joseph A. FischettiDelta Financial Advisors, Inc.
- Jennifer A. FitzpatrickMorgan Stanley
- John P. Gagliardi Sr.Raymond James Financial Services Advisors, Inc.
- Andrew B. GibsonAmeriprise Financial Services, LLC
- Mary K. GouveiaRaymond James Financial Services Advisors, Inc.
- Kojo D. GyabaahAmeriprise Financial Services, LLC · Certified Financial Planner
- Quinton Holton IIIHolton & Kosanke Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Blair A. KingEdward Jones
- Holly P. MackayCetera Investment Advisers LLC · Certified Financial Planner
- Megan MaddenDelta Financial Advisors, Inc. · Certified Financial Planner
- Arthur W. Mc Grath IIIAmeriprise Financial Services, LLC
- Joseph McCarthyMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Eric M. PerschkeAmeriprise Financial Services, LLC
- Paul C. SextonEdward Jones
- Claire F. WeilFocus Partners Wealth, LLC
- Connor WhitcombStrategic Advisers LLC · Certified Financial Planner
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 Kensington, MD?
21 investment adviser representatives are registered at firm offices in Kensington, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 8 list the CFP designation.
Which firm has the most financial advisors in Kensington?
Ameriprise Financial Services, LLC, with 4 registered advisors in Kensington, followed by Delta Financial Advisors, Inc. with 4.
How do I check a financial advisor in Kensington?
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.