Financial advisers in Baltimore, Maryland
38 profiles with reported offices in Baltimore, Maryland. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Mark SullivanPresidentMount Vernon AssociatesCRD 1302578
Brian NelsonManaging Member/PresidentJemma Investment AdvisorsCRD 1609723
Jonathan FarberFounding MemberPassive Capital ManagementCRD 1933511- John KalendekInvestment adviser representativeChelsea Advisory ServicesCRD 2089102
David TrossmanInvestment adviser representativePassive Capital ManagementCRD 2291604
Damian GallinaPresident and Chief Compliance OfficerButtonwood Financial AdvisorsCRD 2340370
Donald MattranChief Compliance Officer, Managing Director & Co-FounderFoundry Wealth AdvisorsCRD 2342760
Bernard KavanaghInvestment adviser representativeEquityCompass Investment ManagementCRD 2496007
Matthew DentPresidentD.F. Dent and CompanyCRD 2929032
James RossmanInvestment adviser representativeButtonwood Financial AdvisorsCRD 2969401
Michael MorrillHead of Client Relations and MarketingD.F. Dent and CompanyCRD 2986151
Daniel StrinePartner/Operating ShareholderPassive Capital ManagementCRD 3083431
Michael SchererInvestment adviser representativeEquityCompass Investment ManagementCRD 3101542
Daniel DentChairmanD.F. Dent and CompanyCRD 4347484
Thomas O'NeilPortfolio Manager, TrusteeD.F. Dent and CompanyCRD 4347510
Marianne MattranPresident & Co-FounderFoundry Wealth AdvisorsCRD 4806813
Gregory ArmstrongManaging MemberAdeCRD 4837579- Michael DelaneyChief Compliance Officer, and Chief Executive OfficerNorthbrook Financial PlanningCRD 4838470
- Julia SeroskieInvestment adviser representativeUrban Wealth Management GroupCRD 5111629
Bobby ThomasVice PresidentEquityCompass Investment ManagementCRD 5163293- Stephen BairdInvestment adviser representativeJemma Investment AdvisorsCRD 5170645
Hugh BreslinMemberAdeCRD 5179207
Schuyler EngelhardtInvestment adviser representativeAdeCRD 5525159
Yuanyuan YangInvestment adviser representativePlanned Financial ServicesCRD 6017690- Mary ThompsonInvestment adviser representativeButtonwood Financial AdvisorsCRD 6020089
Jeffrey MalcomVice PresidentButtonwood Financial AdvisorsCRD 6141631
Katie BrownChief Compliance Officer/Managing PartnerAdeCRD 6158775- Jeffrey FountainChief Compliance OfficerPassive Capital ManagementCRD 6209449
Katharine DudleySenior Vice PresidentJemma Investment AdvisorsCRD 6437889
Alexandra StewartInvestment adviser representativeButtonwood Financial AdvisorsCRD 6721722
Tucker DunnInvestment adviser representativeAdeCRD 6906284
Kyle FishlerInvestment adviser representativeFoundry Wealth AdvisorsCRD 6980585- Ryan BeckwithInvestment adviser representativeBluestone Financial AdvisorsCRD 7006127
- John VoightInvestment adviser representativeCJC Wealth ManagementCRD 7074049
- Joseph ColmanPresidentColman Knight Advisory GroupCRD 7075939
- Elliot PepperChief Financial OfficerNorthbrook Financial PlanningCRD 7249793
- Monica BoulterInvestment adviser representativeCSP Financial GroupCRD 7428047
Isaiah Byrd-BraxtonInvestment adviser representativePassive Capital ManagementCRD 8012045
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.