Nicholas PetrelliCRD Number: 5692956
Current Firm: Maryland Capital Management, LLC
Compensation Model: Fee Only
Commonwealth Financial Network
Planning Solutions Group, LLC
|Maryland Capital Management||Baltimore, MD||Jun 2009 - Current||9|
|Franklin Marshall College||Lancaster, PA||Aug 2005 - May 2009||3|
|Hardsty Capital Management||Baltimore, MD||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2009|
Total Assets Under Management986MILLIONS
Total Number of Accounts1,491ACCOUNTS
Average Account Value$661,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, ME, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VA, WV
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