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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marriottsville, MD

Every SEC-registered investment adviser representative at a firm office in Marriottsville, with the firms that employ the most of them.

The short answer

18 registered advisors work in Marriottsville; the most are at LPL Financial LLC (7). 2 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Marriottsville

FirmAdvisors in Marriottsville
LPL Financial LLC news7
Mai Capital Management, LLC5
Thrivent Investment Management Inc.2
Equitable Advisors, LLC news1
MML Investors Services, LLC1
Raymond James Financial Services Advisors, Inc. news1
Tuma Financial, LLC1

Advisors in Marriottsville, A to Z

CFP advisors in Marriottsville →

Other cities in Maryland

All of Maryland →

Bethesda 848Baltimore 650Hunt Valley 580Annapolis 425Columbia 378Rockville 374Owings Mills 317Towson 299Frederick 203Lutherville 172North Bethesda 130Bel Air 128Gaithersburg 115Timonium 112Potomac 109Chevy Chase 99Ellicott City 91Easton 79Silver Spring 74Salisbury 73Hagerstown 70Cockeysville 64Severna Park 63Westminster 48

Questions

How many financial advisors are in Marriottsville, MD?

18 investment adviser representatives are registered at firm offices in Marriottsville, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Marriottsville?

LPL Financial LLC, with 7 registered advisors in Marriottsville, followed by Mai Capital Management, LLC with 5.

How do I check a financial advisor in Marriottsville?

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.