Joseph Manfredi, financial advisor Columbia MD
93 score

Joseph Manfredi

CRD Number: 1882511
Current Firm: Baltimore-washington Financial Advisors

Joseph Manfredi (CRD# 1882511) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 27 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Columbia MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Michael Treanor, financial advisor Columbia MD
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Similar Advisors
Brian Kuhn, financial advisor Columbia MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Company Name Location Dates Years
Baltimore-washington Financial Advisors, Inc. Columbia, MD Jun 2015 - Current 1
Wells Fargo Advisors LLC Richmond, VA Aug 2009 - May 2015 5
Ubs Financial Services Inc. Butte, MT Aug 2006 - Aug 2009 3
U.s. Bancorp Piper Jaffray Minneapolis, MN Oct 2001 - Aug 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Feb 1994
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Joseph U. Manfredi
Phone Number: 240-461-3900
Firm Website:
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Joseph Manfredi and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.