Bernard Kavanagh, financial advisor Baltimore MD

Bernard Kavanagh

CRD Number: 2496007
Current Firm: Equitycompass Investment Management, LLC

Bernard Kavanagh (CRD# 2496007) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Baltimore, MD Sep 2013 - Current 10
Equity Compass Strategies Baltimore, MD Dec 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Bernard J. Kavanagh
Phone Number: 443-224-1231
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,658,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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