Business List: Wealth Management in Baltimore, MD

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Philip F. Toohey, CIMA®, CPWA® - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx9 ben*******************@u**.com
Matthew Kunkel - RBC Wealth Management Financial Advisor 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx2 rbc*********@r**.com 14811 16000
William S Persons - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx5 acc**********@m************.com
Baltimore Capital Management 575 S Charles St UNIT 506, Baltimore, MD 21201 41072xxxx0
Edelman Financial Engines 901 Dulaney Valley Rd Suite 901, Towson, MD 21204 41065xxxx9
RBC Wealth Management Branch - Baltimore 1201 Wills St, Baltimore, MD 21231
80024xxxx3 wms**********@r**.com 11891 13238
Alliance Capital Management LLC 111 S Calvert St, Baltimore, MD 21202 44360xxxx8
Merrill Lynch Financial Advisor Philip W. Thomas 100 International Drive, Baltimore, MD 21202
41054xxxx0 bri************@b***.com
The CWS Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx2 acm***********@m************.com
Chesapeake Financial Advisors 401 Jefferson Ave, Towson, MD 21286
41082xxxx2 aur*****@p************.com 4.8 23 5 12 185 12 190
Shapiro and Lipchin Wealth Management, LLC 8 Reservoir Cir STE 200, Pikesville, MD 21208
41048xxxx0 joh*@s****************.com 5 1
Merrill Lynch Financial Advisor Tyler R Hans 100 E Pratt St 22nd Floor, Baltimore, MD 21202
41054xxxx1 ale*********@m*.com
B. Riley Wealth Management 400 E Pratt St Ste 720, Baltimore, MD 21202
41036xxxx4 aal*******@b***********.com
Snyder Asset Management 1300 York Rd # 110, Timonium, MD 21093
41021xxxx9 joh*******@s**************.com 5 6
Compton Financial Group, LLC 403 Allegheny Ave, Towson, MD 21204
41032xxxx8 chr**@c***************.com 5 3
Buttonwood Financial Advisors 1 N Haven St Suite 204, Baltimore, MD 21224
41098xxxx1 ale******@b***********.com
InCap Group 120 E Baltimore St Suite 1325, Baltimore, MD 21202 41072xxxx0
Central Wealth, Inc 502 S Central Ave, Baltimore, MD 21202
66730xxxx3 inf*@c*************.com
Athlon Wealth Advisors, LLC 10715 Little Patuxent Pkwy #120, Columbia, MD 21044
41067xxxx0 cmi***@a***********.com 5 2
TIAA Financial Services 1410 Clarkview Rd, Baltimore, MD 21209
86684xxxx0 acc******************@t***.org 5 1 90952 525 91000
The Iron Harbor Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx5 acm***********@m************.com
Richard E Armiger - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx2
Eric Handelsman - TIAA Wealth Management Advisor 1410 Clarkview Rd, Baltimore, MD 21209
86684xxxx0 acc**********@t***.org 90952 525 91000
Investment Counselors 100 International Drive, Baltimore, MD 21202
41053xxxx8 and**************@i****.com
Cobblestone Wealth Management, llc 2 E Wheeling St Unit 102, Baltimore, MD 21230
41035xxxx1 bre***********@c****************.com
Marks Wealth Management 1 Park Pl Suite 500, Annapolis, MD 21401
41093xxxx9 c18*****************************@s*****.wixpress 5 81 76
QL Wealth Advisors of Janney Montgomery Scott 2328 W Joppa Rd Suite 100, Timonium, MD 21093
44350xxxx0 acr*******@j*****.com 1680 1800
Chesapeake Wealth Management Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx0 5 1
James Francis Cannon, CIMA, CPWA - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx5
The Wesner Investment Consulting Group - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2 3d@a*******.ubs
Thomson Reuters 1501 S Clinton St, Baltimore, MD 21224 41053xxxx1
Maryland First Financial Services Corporation 821 N Charles St, Baltimore, MD 21201
44353xxxx0 3.7 3
Oliver Wealth Management 901 Dulaney Valley Rd, Towson, MD 21204
41034xxxx5 hjh@o***********.com 5 7 27
Crosscountrywealth 2835 Smith Ave #203, Baltimore, MD 21209
86661xxxx3 dat*****************@i****.de
Tillinghast & Associates 111 S Calvert St #2500, Baltimore, MD 21202
41065xxxx9 web******@n*****************.com
UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx0 3d@l****.ubs 2 2
Sagamore Wealth Management Group 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx4 wms**********@r**.com 14811 16000
J.P. Morgan Private Bank 650 S Exeter St Suite 910, Baltimore, MD 21202
41086xxxx0 abc***@j*******.com 1 1 115000
Manager of Wealth LLC 8809 Stoneridge Cir #302, Pikesville, MD 21208
41090xxxx7 man***************@g****.com
Maryland Wealth Management 913 Ridgebrook Rd STE 202, Sparks, MD 21152
44321xxxx1 dsp****@m*********.com 5 1
Grandy Bell Partners - Northwestern Mutual 111 S Calvert St #2500, Baltimore, MD 21202
41065xxxx7 gbp******@n*.com 107329 16207 108000
The Garber Wealth Management Team 100 International Dr 22nd Fl, Baltimore, MD 21202
41052xxxx1 aar***********@a********.com 140
Stevens-Jamieson - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2 ade*********@u**.com
Sell Structured Settlement Advisors 922 Chauncey Ave 2nd Flr, Baltimore, MD 21217 88850xxxx3
Chris Glassman - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41022xxxx2
Bank of America Private Client Advisor Howard D Schwartz 100 International Drive 10th Floor, Baltimore, MD 21202
41054xxxx9
The Clover Group 100 International Drive, Baltimore, MD 21202
87724xxxx8 inf*@t****************.com
Merrill Lynch Financial Advisor Craig N Schelle 100 International Drive, Baltimore, MD 21202
41054xxxx1 bri************@b***.com
Gounaris Bachmann Group 1201 Wills St Suite 230, Baltimore, MD 21231
83388xxxx6 rbc*********@r**.com 14811 16000
Hawthorn 1 E Pratt St, Baltimore, MD 21202
88894xxxx2 abu**@p**.com 351769 9141 354000
Janney Montgomery Scott LLC 409 Washington Ave #815, Towson, MD 21204
41049xxxx0 aal******@j*****.com 5 2
S&C Messina Capital Management 915 S Wolfe St, Baltimore, MD 21231 41527xxxx1
Sterling Partners 100 International Drive, Baltimore, MD 21202 44370xxxx0
Mark Namvary, CFP - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2
Merrill Lynch Wealth Management 11810 Grand Park Ave, North Bethesda, MD 20852
30146xxxx0 ann********@m*.com 3.7 3
ClearPlan Wealth Management 1122 Kenilworth Dr #307, Towson, MD 21204
41044xxxx9
The Cirelli Wetzler Reilly Wealth Management Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx6
Patrick Hutchinson - Morgan Stanley Financial Advisor 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx0 acm***********@m************.com
James Cragg - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx4
Merrill Lynch Financial Advisor Kyle Ogden 100 International Drive, Baltimore, MD 21202
41054xxxx0 ann********@m*.com
Fraser Financial Partners 1909 Thames St Suite 201, Baltimore, MD 21231 44383xxxx3 inf*@f**********************.com 5 6 7918 7600
The War Room 14 W Mt Vernon Pl, Baltimore, MD 21201
80050xxxx9 fee*****@m**********************.com 4.9 16
White Oak Wealth Management 8840 Stanford Blvd Suite 4000, Columbia, MD 21045
44374xxxx1 cli****@w*********.com 5 1
Brown Advisory 901 S Bond St UNIT 400, Baltimore, MD 21231
41053xxxx0 aa@b************.com 5 1 866
The Harbor Park Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41083xxxx0 acm***********@m************.com
Anchor Wealth Management - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx0 abc*******@u**.com
Martin F Domres - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx0 acc**********@m************.com
Susan Seifert - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx4
Matrix Capital Markets Group, Inc. 400 E Pratt St Suite 310, Baltimore, MD 21202
41075xxxx3 aal***@m********.com
Stifel 1 South St, Baltimore, MD 21202
abb****@s*****.com 4738 5200
Merrill Lynch Financial Advisor Jonathan D Rogers 100 International Dr, Baltimore, MD 21202
41054xxxx3 ann********@m*.com
LATSHAW WEALTH MANAGEMENT 600 Wyndhurst Ave Suite 215, Baltimore, MD 21210
41032xxxx0 joh*******@r*******.net
Rob Snyder - TIAA Wealth Management Advisor 1410 Clarkview Rd, Baltimore, MD 21209
86684xxxx0 acc**********@t***.org 90953 525 91000
Sagamore Wealth Management 12308 Steeplechase Dr, Reisterstown, MD 21136 41052xxxx6
Brown Capital Management Inc 1201 N Calvert St, Baltimore, MD 21202
41083xxxx4 ado****@b***********.com 5 12
The Motley Fool 2000 Duke St, Alexandria, VA 22314
70383xxxx5 aal*****@f***.com 4.2 992 884818 927000
Metropolitan Wealth Advisors 6811 Benjamin Franklin Dr suite 160, Columbia, MD 21046
44349xxxx7 afo*************@m***********.com 5 1 54
Wealth Daily 3 E Read St, Baltimore, MD 21202
87730xxxx9 cus************@a*******.com 5 1 5 28 47000
Celestial Wealth Management
44343xxxx1 col**@c**********.com 1404 6 1400
Merrill Lynch Wealth Management 901 Dulaney Valley Rd # 516, Towson, MD 21204
41032xxxx0 bro*********@m*.com 5 3
Kevin E. Wesner - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2 abc*******@u**.com
Gamma Wealth Management, LLC
44374xxxx6 con******@g*************.com 5 1
Patriot Capital 509 S Exeter St # 210, Baltimore, MD 21202
44357xxxx0 aca*@p**************.com 5 1
Northwestern Mutual Investment Services, LLC: Jeffrey Crosley, CLU 111 S Calvert St #2500, Baltimore, MD 21202 41065xxxx9
Mark Rau - TIAA Wealth Management Advisor 1410 Clarkview Rd, Baltimore, MD 21209
86684xxxx0 acc**********@t***.org 90953 525 91000
CIBC Private Wealth 100 International Drive 23rd floor, Baltimore, MD 21202
20278xxxx4 acc*******@c***.com 4.5 123 2125 2200
Cobblestone Wealth Management, llc 2 E Wheeling St, Baltimore, MD 21230
41035xxxx1 bre***********@c****************.com
Merrill Lynch Wealth Management 100 International Drive, Baltimore, MD 21202
41054xxxx0 bro*********@m*.com 5 1
Stone Wealth Management - UBS Financial Services Inc. 307 International Cir 4th Floor, Hunt Valley, MD 21030
41077xxxx2
The Cresfort Investment Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx0 acm***********@m************.com
Snyder Asset Management 1300 York Rd, Lutherville, MD 21093
41021xxxx9 phi**********@s**************.com
MEG Wealth Management 44391xxxx9
Bank of America Private Client Advisor Melanie M Samoska 100 International Drive 10th Floor, Baltimore, MD 21202
41054xxxx2 ban**********@e****.bankofamerica
Clipper City Capital - Ameriprise Financial Services, LLC 6115 Falls Rd Ste Ph, Baltimore, MD 21209
41030xxxx8 dns*****@a***.com
William Brandenburg - TIAA Wealth Management Advisor 1410 Clarkview Rd, Baltimore, MD 21209
86684xxxx0 ama******@t***.org 90953 525 91000
Blue Trust | Baltimore Financial Advisors 225 International Cir Suite 203, Hunt Valley, MD 21030
41089xxxx0 aar********@b********.com 5 4 174 12 257
Mid-Atlantic Wealth Advisors, LLC 1954 Greenspring Dr #515, Timonium, MD 21093
41082xxxx9 age***@m******.com
Bay Harbor Wealth Management 201 International Cir Suite 520, Hunt Valley, MD 21030
41040xxxx0 adu****@b**************.com 5 1
1 North Wealth Services 1997 Annapolis Exchange #250, Annapolis, MD 21401
41097xxxx9 inf*@1*******************.com 5 2
Charles Schwab 12435 Park Potomac Ave R-3, Potomac, MD 20854
30179xxxx1 app*******************@s*****.com 4.7 7
Abel Financial: Certified Financial Planner Baltimore 101 E Chesapeake Ave #203, Towson, MD 21286
41030xxxx2 c18*****************************@s*****.wixpress 5 10 2
Jamie Ryan - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx2 acc**********@m************.com
Access Holdings 1001 N Charles St Suite 800, Baltimore, MD 21202
44383xxxx1 aab*********@a*************.com
Wealth Trust 111 Market Pl #720, Baltimore, MD 21202
84431xxxx5
Lindsay Mccrory - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41065xxxx9 wms**********@r**.com 14803 16000
The Harris Gibson Group - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx9 ben*******************@u**.com
The Harbor East Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx6 acc**********@m************.com
GGM Wealth Advisors 1801 Porter St #500, Baltimore, MD 21230
41068xxxx5 inf*@g****************.com 5 20 52 8 55
Merrill Lynch Financial Advisor Jesse C Leblanc 100 International Dr, Baltimore, MD 21202
41054xxxx7 ann********@m*.com
P. Justin Pearlstone - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx3
Quiet Wealth 3 Clear Skys Ct Apt 202, Baltimore, MD 21209
44368xxxx0 inf*@q**********.com
Towson Wealth Management 600 Fairmount Ave #101, Towson, MD 21286
41087xxxx5 gon*****@t***********.com 5 2
AGM Financial Services Inc 20 S Charles St #1000, Baltimore, MD 21201
41072xxxx1 ale***@a***********.com
1919 Investment Counsel Alex Brown Building, 1 South St #2500, Baltimore, MD 21202
84420xxxx9 ama***@1*****.com
Harbor Investment Advisory 2330 W Joppa Rd #160, Timonium, MD 21093
41065xxxx0 asu******@h********.com
Arete Asset Management 621 S Hanover St, Baltimore, MD 21230
41064xxxx6 are********@c*************.com
The Flury Williams Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx7 acc**********@m************.com
WPG Financial Group 3600 O'Donnell St #860, Baltimore, MD 21224
41052xxxx0 ama***@w***********.com 4.6 11 5 5 221 10 230
Steward Partners 100 International Drive Floor 21, Baltimore, MD 21202
44396xxxx5 aar***********@s**************.com 10516 19 10000
Mosaic Asset Partners, LLC 1122 Kenilworth Dr #310, Towson, MD 21204
41082xxxx9 chr**@m******************.com 5 2 5 6 166 2 174
Nathaniel Smith - Prudential Financial 8 Market Pl Suite 385, Baltimore, MD 21202
a.w*****@p*********.com 5 3 560073
Pinson Wealth Management 1700 Reisterstown Rd, Pikesville, MD 21208 41058xxxx2
& Wealth Partners 1629 Thames St UNIT 300, Baltimore, MD 21231
41084xxxx0 inf*@a********.com
Beth Rosenwald - RBC Wealth Management Branch Director 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx4 rbc*********@r**.com 14811 16000
Partnership Wealth Management 606 E Joppa Rd, Towson, MD 21286
41073xxxx3 and***@p************.com
Greenhouse Funds 605 S Eden St Suite 250, Baltimore, MD 21231
44396xxxx4 bla***@g**************.com
Garritt Financial Solutions LLC
41092xxxx8 jag******@g************************.com 5 26
Nicholas Williams - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx6
Greenspring Advisors 1 W Pennsylvania Ave #500, Towson, MD 21204
44356xxxx0 a.s********@g******************.com 124 30 135
Berman McAleer, LLC. 9690 Deereco Rd #800, Timonium, MD 21093
41056xxxx0 jmc*****@b**********.com 5 1
Palmieri & Shannahan - Northwestern Mutual 111 S Calvert St #2500, Baltimore, MD 21202
41065xxxx6 bra**********@n*.com 206 216
Traverse Wealth Management 111 S Calvert St #2500, Baltimore, MD 21202
The Exeter Wealth Management Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx4 acm***********@m************.com
Rock Springs Capital 650 S Exeter St #1070, Baltimore, MD 21202
dap***@r*****************.com
The Ford Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx8 acm***********@m************.com
Leasing Baltimore Property Management 1 E Chase St Suite 211, Baltimore, MD 21202
41035xxxx7 inf*@l***************.com 4.7 38
The Exeter Wealth Management Group - Morgan Stanley 650 S Exeter St Ste 1100, Baltimore, MD 21202
41073xxxx4 acc**********@m************.com
Merrill Lynch Financial Advisor Ryan M. Wentworth 100 International Drive, Baltimore, MD 21202
41054xxxx5 bro*********@m*.com
Horn Wealth Management - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx8 aqu*****@u**.com
Moag & Company 323 W Camden St #400, Baltimore, MD 21201
41023xxxx5 89c*************************************@w*****************.com
Patient Capital Management, LLC One South St #2550, Baltimore, MD 21202
41045xxxx4 inf*@p********.com
Wilmington Trust 1 Light St 15th floor, Baltimore, MD 21202
80098xxxx0 c2a*****************************@c********.yextpages
The Dockside Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41083xxxx0 acc**********@m************.com
Daniel Gounaris - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41065xxxx2 wms**********@r**.com 14811 16000
Morgan Stanley Financial Advisors 1201 Wills St Ste 700, Baltimore, MD 21231
41083xxxx0 acc**********@m************.com 2 1
Mount Vernon Associates Inc 575 S Charles St # 401, Baltimore, MD 21201
41037xxxx0 inf*@m************.com 5 1
Baltimore-Washington Financial Advisors 5950 Symphony Woods Rd # 600, Columbia, MD 21044
41046xxxx0 aga********@b***.com 4.8 16 461 22
Gary Marino - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41022xxxx0 rbc*********@r**.com 14811 16000
The J.K. Meek Group at Graystone Consulting - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx7 acm***********@m************.com
John Wasilewski - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx7
Meridian Management Group, Inc. (MMG) 826 E Baltimore St, Baltimore, MD 21202
41033xxxx8 jd@m**************.com 4 5
Jim Stafford - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41065xxxx2 wms**********@r**.com 14811 16000
Merrill Lynch Financial Advisor Bradley R Knapp 100 International Drive, Baltimore, MD 21202
41054xxxx0 ale*********@m*.com
RBC Wealth Management Branch - Quarry Lake 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx0 wms**********@r**.com 5 1 14811 16000
Equity Compass Strategies 1 South St 16th floor, Baltimore, MD 21202
44322xxxx1 inf*@e************.com 5 5 25 27
Towner Management Co Inc 429 N Eutaw St # 3N, Baltimore, MD 21201
41033xxxx0 con****@t*****************.com 2.1 21
A.G.Campbell Advisory, LLC 1340 Smith Ave #200, Baltimore, MD 21209
80026xxxx7 aar**@a**********.com
Holly A Tilford - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx0
Quantum Wealth Management - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx3 ben*******************@u**.com
SFG Wealth Management 1104 Kenilworth Dr, Towson, MD 21204
41082xxxx0 bsw****@s****.com 5 1
Edward W. “Ted” Smith - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx4 acm***********@m************.com
Caplan Financial Group 841 E Fort Ave UNIT 315, Baltimore, MD 21230
41073xxxx5 inf*@c*******************.com 5 1
Paul J Fallace - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx7
The Mount Clare Wealth Management Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41083xxxx0 acm***********@m************.com
Christopher Gable - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx9 acc**********@m************.com
Alexandra Jamieson, CFP - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2 abc*******@u**.com
Merrill Lynch Financial Advisor Aaron W. Meisner 100 International Drive, Baltimore, MD 21202
41054xxxx7 bri************@b***.com
Jarrett Gounaris - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41046xxxx4 jar*************@r**.com 4
RBC Wealth Management Branch - Baltimore 1201 Wills St Ste 230, Baltimore, MD 21231
80024xxxx3
Celestial Wealth Management 532 Park Ave, Towson, MD 21204
44343xxxx1 col**@c**********.com 1405 6 1400
Ira Gansler - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41024xxxx4 rbc*********@r**.com
Wells Fargo Advisors 725 S Eden St, Baltimore, MD 21231 41053xxxx8
Morgan Stanley 1300 Thames St, Baltimore, MD 21231
44362xxxx0 aal*******@m************.com 4.2 10 113351 3088 131000
The Strosnider Dudderar Wealth Management Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx9 acm***********@m************.com
Roger Feldman - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx5
Bret Schertz - RBC Wealth Management Financial Advisor 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx1 rbc*********@r**.com 14811 16000
Trasatti Wealth Planning 1425 Patapsco St, Baltimore, MD 21230
41024xxxx2 gtr******@t*********.com
The White Oak Group - Morgan Stanley 650 S Exeter St Suite 1100, Baltimore, MD 21202
41073xxxx6
Legg Mason 80082xxxx4 4.4 7
Benjamin Hoffman - Private Wealth Advisor, Ameriprise Financial Services, LLC 6115 Falls Rd Ste Ph, Baltimore, MD 21209
41030xxxx8 bho*****@a***.com 348
Capital Investment Management 1459 Underwood Rd, Sykesville, MD 21784
41099xxxx5 joh*@c************.net 5 3 41 46
Bay Point Wealth 582 Bellerive Rd #4d, Annapolis, MD 21409
41062xxxx8 adv*****@b*************.com 5 2 139 2 152
Foundry Wealth Advisors LLC 921 E Fort Ave, Baltimore, MD 21230
44369xxxx3 don********@f************.com 3.7 3
Leksi Kovalerchik - RBC Wealth Management Financial Advisor 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx3 wms**********@r**.com 14811 16000
The CTW Group - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx9 ade*********@u**.com
Beth Tweed - Thrivent 9530 Belair Rd, Baltimore, MD 21236
41025xxxx1 abc*******@t*******.com 5 1
Humberto De Luigi - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2 ade*********@u**.com 3 1
Financial Garden Secrets 1400 W Lombard St unit 520, Baltimore, MD 21223 66790xxxx6 fin*******************@g****.com 35 583174 46
Legg Mason Investments (Division of Franklin Templeton) 100 International Drive, Baltimore, MD 21202 4.4 53
Christopher Kelly - RBC Wealth Management Financial Advisor 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx0 rbc*********@r**.com 14811 16000
Cerity Partners 210 Allegheny Ave, Fourth Floor, Towson, MD 21204
41054xxxx6 aba***@c*************.com 2.3 6
Merrill Lynch Wealth Management 10320 Little Patuxent Pkwy Suite 1000, Columbia, MD 21044
41088xxxx0 ale*********@m*.com 3.7 3
Allan D House - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx4
Merrill Lynch Financial Advisor James M Orders 100 E Pratt St 22nd Floor, Baltimore, MD 21202
41054xxxx8 bri************@b***.com
D F Dent 400 E Pratt St #720, Baltimore, MD 21202
41083xxxx4 bhr*****@d*****.com
Patrick McCulloh - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41046xxxx5 jar*************@r**.com 5 1 4
Kelly & Schertz Group 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx0 wms**********@r**.com 14820 16000
Thomas Kenney - TIAA Wealth Management Advisor 1410 Clarkview Rd, Baltimore, MD 21209
86684xxxx0 ama******@t***.org 5 1 90968 524 91000
Premier Property Management Investment LLC 400 W Franklin St #400, Baltimore, MD 21201
41052xxxx8 cha************@p******.com 4 196 962 75
Parchman Vaughan & Co 1040 Park Ave #120, Baltimore, MD 21201
41024xxxx1 ian@p**************.com
B. Riley Wealth Management 400 E Pratt St, Baltimore, MD 21202
41036xxxx4 ham****@b***********.com
PNC Private Bank 1 E Pratt St Ste 100, Baltimore, MD 21202
41023xxxx2 aar******@p**.com 3.6 5
Northwestern Mutual 111 S Calvert St #2500, Baltimore, MD 21202
41053xxxx4 a.-***********@n*****************.com 3.7 3 105810 16152 106865
PNC Capital Advisors LLC 1 E Pratt St, Baltimore, MD 21202
41023xxxx2 bil****@p**.com 1 1
Sean Hagerty - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2
SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA 8229 Boone Blvd Suite 760, Vienna, VA 22182
70331xxxx5 ali***@s********.global 5 10 5 13 1100
Quantum Family Wealth Management - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2
Benjamin F. Edwards - The Weiner/Rubin/Weiner Financial Team 9515 Deereco Rd #201, Timonium, MD 21093
41034xxxx9 a-p*********@b***************.com 5 2 1410 39 1500
Tom McCrory - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41065xxxx3 rbc*********@r**.com 14811 16000
Real Property Management Capital Baltimore Area 8100 Sandpiper Cir Suite 108F, Baltimore, MD 21236
41069xxxx1 4.8 28 282 7 292
The Samuel Financial Group, LLC 400 E Pratt St #800, Baltimore, MD 21202 44375xxxx8
Private Bank, Bank of America 100 International Drive 10th Floor, Baltimore, MD 21201
80052xxxx4 ban**********@e****.bankofamerica
DEMUTH/DEMUTH - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx0 acm***********@m************.com
LaSalle Investment Management 100 E Pratt St 20th Floor, Baltimore, MD 21202
41087xxxx0 a.-**************@l******.com
Lori Villegas - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx0
Quillion Wealth Management 401 E Pratt St Suite 2810, Baltimore, MD 21202
44396xxxx0 3.5 2
Script Financial 1215 E Fort Ave Suite 200, Baltimore, MD 21230 44386xxxx9
Daniel Bachmann - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41065xxxx3 wms**********@r**.com 14811 16000
WMS Partners LLC 1 W Pennsylvania Ave, Towson, MD 21204
41033xxxx5 ach*****@w***********.com 5 1
Merrill Lynch Financial Advisor Richard W Hans 100 E Pratt St 22nd Floor, Baltimore, MD 21202
41054xxxx8 bri************@b***.com
The Gaige Lavallee Reed Group - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx7
Technomart Investment Advisors 401 E Pratt St, Baltimore, MD 21202
41082xxxx5 abi****@t************.com 5 2 2871 2900