Frederick Allner, financial advisor Baltimore MD

Frederick Allner

CRD Number: 1645467
Current Firm: Maryland Capital Management, LLC

Frederick Allner (CRD# 1645467) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Maryland Capital Management, LLC Baltimore, MD Nov 2004 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Frederick A. Allner
Phone Number: 410-547-2666
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,946
    MILLIONS
  • Total Number of Accounts
    2,230
    ACCOUNTS
  • Average Account Value
    $872,841
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV

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