1 North Wealth Services, LLC

1 North Wealth Services, LLC (CRD# 115948) is a financial advisory firm headquartered in Annapolis, MD. They manage $198,671,581 in 614 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $323,569
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, PA, VA

Financial Advisors at 1 North Wealth Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James E. Brennan
CRD#: 2717083
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

James Brennan (CRD# 2717083) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 24 years of experience in the finance industry. James Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marguerite A. Cook
CRD#: 6719213
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

Marguerite Cook (CRD# 6719213) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 5 years of experience in the finance industry. Marguerite Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mary L. Hughes
CRD#: 5639055
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

Mary Hughes (CRD# 5639055) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 11 years of experience in the finance industry.

4
Kathryn L. Putek
CRD#: 6142576
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

Kathryn Putek (CRD# 6142576) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 7 years of experience in the finance industry.

5
Michael K. Shelby
CRD#: 6278792
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

Michael Shelby (CRD# 6278792) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 7 years of experience in the finance industry.

6
John E. Milchling
CRD#: 7265156
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

John Milchling (CRD# 7265156) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has 1 year of experience in the finance industry.

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