Financial advisers in Annapolis, Maryland
12 profiles with reported offices in Annapolis, Maryland. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- David CunninghamInvestment adviser representativeWestbourne Investment AdvisorsCRD 839378
- Anthony ClarkInvestment adviser representativeWestbourne Investment AdvisorsCRD 1593093
Carlos SeraManaging PrincipalSera Capital Management Limited LiabilityCRD 1736186- Bruce KrommingaChief Compliance OfficerWestbourne Investment AdvisorsCRD 2575804
- Scot LabinPresidentWestbourne Investment AdvisorsCRD 2726188
- Jonathan LevinInvestment adviser representativeWestbourne Investment AdvisorsCRD 4602675
- Michael MarvinPresident and CCOTAM Financial AdvisorsCRD 4667334
- Joseph WilkinsonVice PresidentWestbourne Investment AdvisorsCRD 5730945
- Brendan O'RourkeInvestment adviser representativeVan Clemens Wealth ManagementCRD 6413328
- Carl SeraManaging Principal, Portfolio Manager, & CCOSera Capital Management Limited LiabilityCRD 6615102
- Roman BaloghInvestment adviser representativeSera Capital Management Limited LiabilityCRD 7320051
- Joseph SeraInvestment adviser representativeSera Capital Management Limited LiabilityCRD 7360459
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.