Baltimore-washington Financial Advisors

Baltimore-washington Financial Advisors (CRD# 159388) is a financial advisory firm headquartered in Columbia, MD. They manage $1,941,650,304 in 3,822 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,942
    MILLION
  • Total Number of Accounts
    3,822
    ACCOUNTS
  • Average Account Value
    $508,019
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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, IL, LA, MD, ME, NC, NE, NH, NY, OH, PA, SC, TX, VA

Financial Advisors at Baltimore-washington Financial Advisors
Showing 1 - 10 of 13 top financial advisors.
1
Joseph A. Caputo
CRD#: 5118602
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

Joseph Caputo (CRD# 5118602) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 17 years of experience in the finance industry.

2
Robert G. Carpenter
CRD#: 1992563
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

Robert Carpenter (CRD# 1992563) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 34 years of experience in the finance industry.

3
Joseph T. DePatie
CRD#: 6416754
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
Joseph Depatie (CRD# 6416754) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has 1 year of experience in the finance industry.
4
Townsend Hornor
CRD#: 1931872
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

Townsend Hornor (CRD# 1931872) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 25 years of experience in the finance industry.

5
Thad J. Ismart
CRD#: 5049683
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

Thad Ismart (CRD# 5049683) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 18 years of experience in the finance industry.

6
Terrence J. Jones
CRD#: 6500684
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

Terrence Jones (CRD# 6500684) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 8 years of experience in the finance industry.

7
John C. Kelly
CRD#: 2939947
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

John Kelly (CRD# 2939947) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has 1 year of experience in the finance industry.

8
Tyler Kluge
CRD#: 6903305
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

Tyler Kluge (CRD# 6903305) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 6 years of experience in the finance industry.

9
Joseph U. Manfredi
CRD#: 1882511
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

Joseph Manfredi (CRD# 1882511) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 35 years of experience in the finance industry.

10
Tyler D. Cunningham
CRD#: 6714945
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044

Tyler Cunningham (CRD# 6714945) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 7 years of experience in the finance industry.

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