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Business List: Wealth Managers in Baltimore

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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
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 acc**********@m************.com
Northbrook Financial 1340 Smith Ave #200, Baltimore, MD 21209
44373xxxx4 com********@n******************.com 5 33
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 phi**********@s**************.com 5 6
Serenity Wealth Advisors LLC 806 Reisterstown rd Second, Floor, Suite 5, Pikesville, MD 21208 41087xxxx0
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
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
QL Wealth Advisors of Janney Montgomery Scott 2328 W Joppa Rd Suite 100, Timonium, MD 21093
44350xxxx0 acr*******@j*****.com 32
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
Morgan Stanley Financial Advisors 2330 W Joppa Rd Suite 255, Timonium, MD 21093
41029xxxx0 acm***********@m************.com 2.3 3
The Wesner Investment Consulting Group - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2 3d@a*******.ubs
Maryland First Financial Services Corporation 821 N Charles St, Baltimore, MD 21201
44353xxxx0 3.7 3
Bengur Bryan & Co Inc 509 S Exeter St # 210, Baltimore, MD 21202
44357xxxx0 cbr***@b**********.com
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
Mms Advisors, LLC 1414 Key Hwy, Baltimore, MD 21230 41063xxxx5
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
Maryland Wealth Management 913 Ridgebrook Rd STE 202, Sparks, MD 21152
44321xxxx1 dat*****************@i****.de 5 1
Grandy Bell Partners - Northwestern Mutual 111 S Calvert St #2500, Baltimore, MD 21202
41065xxxx7 gbp******@n*.com 107329 16207 108000
Tony Fusco - Raymond James 505 Baltimore Ave, Towson, MD 21204
41029xxxx0 abi****@f*************.com 5 1 144
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 ben*******************@u**.com
Sell Structured Settlement Advisors 922 Chauncey Ave 2nd Flr, Baltimore, MD 21217 88850xxxx3
InvestEd Advisory 10320 Little Patuxent Pkwy #930, Columbia, MD 21044
41046xxxx2 adm**@i***************.com 4.7 9
Chris Glassman - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41022xxxx2
Adams Funds 500 E Pratt St #1300, Baltimore, MD 21202
41075xxxx0 bho**@a*********.com
Bank of America Private Client Advisor Howard D Schwartz 100 International Drive 10th Floor, Baltimore, MD 21202
41054xxxx9
BlackGroup 400 E Pratt St 8th Floor, Baltimore, MD 21202
41024xxxx2 5 1
Merrill Lynch Financial Advisor Craig N Schelle 100 International Drive, Baltimore, MD 21202
41054xxxx1 ale*********@m*.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
Thomas Edward Wetzler - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx2
Janney Montgomery Scott LLC 409 Washington Ave #815, Towson, MD 21204
41049xxxx0 aal******@j*****.com 5 2
The Mount Clare Wealth Management Group At Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41083xxxx0 acc**********@m************.com
Sterling Partners 100 International Drive, Baltimore, MD 21202 44370xxxx0
Centennial Wealth Management 8825 Stanford Blvd Ste 200, Columbia, MD 21045
41071xxxx6 dns*****@a***.com 5 2
Mark Namvary, CFP - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx2
The Cirelli Wetzler Reilly Wealth Management Group - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx6
Gibson Schuler Wealth Advisors, LLC. 910 Cromwell Park Dr #103, Glen Burnie, MD 21061
41040xxxx5 c18*****************************@s*****.wixpress 5 2
Patrick Hutchinson - Morgan Stanley Financial Advisor 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx0 acm***********@m************.com
Merrill Lynch Financial Advisor Kyle Ogden 100 International Drive, Baltimore, MD 21202
41054xxxx0 ale*********@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
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
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
Norman Townsend - Alex Brown, a division of Raymond James 100 International Drive Fl 22, Baltimore, MD 21202
41052xxxx4 ale*******@a********.com
Brown Capital Management Inc 1201 N Calvert St, Baltimore, MD 21202
41083xxxx4 ado****@b***********.com 5 12
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
Pnc Wealth Management 1 E Pratt St, Baltimore, Md 21202
84474xxxx4 aar******@p**.com 3.6 5
WBH Advisory 1829 Reisterstown Rd #225, Baltimore, MD 21208
41065xxxx9 ahe****@w**********.com
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
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
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
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
Jamie Ryan - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx2 acc**********@m************.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 14811 16000
The Harris Gibson Group - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx9 abc*******@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
Stephen Zelcer: Fiduciary Advisor for Federal Employees 7016 Wallis Ave, Baltimore, MD 21215
20259xxxx0 d_j***@s************.com
1919 Investment Counsel Alex Brown Building, 1 South St #2500, Baltimore, MD 21202
84420xxxx9 aje***@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
& Wealth Partners 1629 Thames St UNIT 300, Baltimore, MD 21231
41084xxxx0 amy********@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 aar********@g******************.com
Palmieri & Shannahan - Northwestern Mutual 111 S Calvert St #2500, Baltimore, MD 21202
41065xxxx6 bra**********@n*.com 206 216
Scott Keenan - Financial Advisor, Ameriprise Financial Services, LLC 6115 Falls Rd Ste Ph, Baltimore, MD 21209
41064xxxx0
Traverse Wealth Management 111 S Calvert St #2500, Baltimore, MD 21202
Retirement & Investment Group, LLC 307 Frederick Rd, Catonsville, MD 21228
41074xxxx7 ben*****@r**********************.com
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
The Exeter Wealth Management Group - Morgan Stanley 650 S Exeter St Ste 1100, Baltimore, MD 21202
41073xxxx4 acc**********@m************.com
Lombard Securities Incorporated 1820 Lancaster St, Baltimore, MD 21231
80075xxxx4 aha*****@g********.com 3 2
Merrill Lynch Financial Advisor Ryan M. Wentworth 100 International Drive, Baltimore, MD 21202
41054xxxx5 ale*********@m*.com
Celestial Wealth Management 401 E Pratt St, Baltimore, MD 21202
44343xxxx1 col**@c**********.com 1404 6 1400
Horn Wealth Management - UBS Financial Services Inc. 500 E Pratt St 11th Floor, Baltimore, MD 21202
41057xxxx8 aqu*****@u**.com
Domres Martin - Morgan Stanley Financial Advisor 1201 Wills St Ste 700, Baltimore, MD 21231
41083xxxx0 acc**********@m************.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
Baltimore-Washington Financial Advisors 5950 Symphony Woods Rd # 600, Columbia, MD 21044
41046xxxx0 aga********@b***.com 4.8 23 462 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
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
ClearPlan Wealth Management 41044xxxx7
Equity Compass Strategies 1 South St 16th floor, Baltimore, MD 21202
44322xxxx1 inf*@e************.com 5 5 25 27
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
Merrill Lynch Financial Advisor Michael Golden 100 International Drive, Baltimore, MD 21202
41054xxxx1 bri************@b***.com
R.G. Associates, Inc. 201 N Charles St #806, Baltimore, MD 21201 41078xxxxx2
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
Jarrett Gounaris - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41046xxxx4 rbc*********@r**.com 14811 16000
RBC Wealth Management Branch - Baltimore 1201 Wills St Ste 230, Baltimore, MD 21231
80024xxxx3
Ira Gansler - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41024xxxx4 rbc*********@r**.com
Morgan Stanley 1300 Thames St, Baltimore, MD 21231
44362xxxx0 aal*******@m************.com 4.2 10 113333 3091 131000
RCR Wealth Advisors of Janney Montgomery Scott LLC 409 Washington Ave #815, Towson, MD 21204
41058xxxx1 acr*******@j*****.com 44 64
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
Benjamin Hoffman - Private Wealth Advisor, Ameriprise Financial Services, LLC 6115 Falls Rd Ste Ph, Baltimore, MD 21209
41030xxxx8 bho*****@a***.com 348
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 rbc*********@r**.com 262 285
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
Apprise Wealth Management 14840 Hunting Way, Phoenix, MD 21131
44369xxxx0 inf*@a************.com 5 1
Christopher Kelly - RBC Wealth Management Financial Advisor 2800 Quarry Lake Dr Suite 260, Baltimore, MD 21209
41031xxxx0 rbc*********@r**.com 14811 16000
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
Thomas Kenney - TIAA Wealth Management Advisor 1410 Clarkview Rd, Baltimore, MD 21209
86684xxxx0 ama******@t***.org 5 1 90952 525 91000
Premier Property Management Investment LLC 400 W Franklin St #400, Baltimore, MD 21201
41052xxxx8 bar****@p******.com 4 196 960 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
Andersen Wealth Management 6 W Dover St, Easton, MD 21601
41069xxxx4 aal*******@a*********.com 4.4 11 1200 17 1200
PNC Capital Advisors LLC 1 E Pratt St, Baltimore, MD 21202
41023xxxx2 bil****@p**.com 1 1
Frame Wealth Partners 303 International Cir #105, Cockeysville, MD 21030
44388xxxx6 5 53
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
Tom McCrory - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41065xxxx3 rbc*********@r**.com 14811 16000
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
Blue Point Investment Management 6115 Falls Rd Suite 101, Baltimore, MD 21209
44360xxxx0 apo***@b**********.us
Daniel Bachmann - RBC Wealth Management Financial Advisor 1201 Wills St Suite 230, Baltimore, MD 21231
41065xxxx3 wms**********@r**.com 14811 16000
Alan Butler - Morgan Stanley 1201 Wills St Ste 700, Baltimore, MD 21231
41073xxxx5
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 ale*********@m*.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

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