Louis Baviello, financial advisor Baltimore MD

Louis Baviello

CRD Number: 6001268
Current Firm: Baviello Investment Management, LLC

Louis Baviello (CRD# 6001268) is an Investment Advisor Representative working at Baviello Investment Management, LLC in Baltimore, MD and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Baviello Investment Management, LLC Baltimore, MD Mar 2018 - Current 6
Lpl Financial LLC Baltimore, MD May 2016 - Mar 2018 1
Great Valley Advisor Group Wilmington, DE May 2016 - Mar 2018 1
Janney Montgomery Scott, LLC Lemoyne, PA Jul 2014 - May 2016 1
Bank Of America, N.a. Reston, VA Dec 2012 - Jul 2014 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Reston, VA May 2012 - Jul 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Louis C. Baviello
Phone Number: 443.278.8880
Registered State(s):
  • MD
  • TX
  • VA
Current Firm Details
Baviello Investment Management, LLC
Firm's CRD Number: 291874
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $195,371
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MD, TX, VA

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