Biegel Waller Investment Advisory Services

Biegel Waller Investment Advisory Services (CRD# 109597) is a financial advisory firm headquartered in Columbia, MD. They manage $583,829,041 in 1,154 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    584
    MILLION
  • Total Number of Accounts
    1,154
    ACCOUNTS
  • Average Account Value
    $505,918
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

DC, FL, MD, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Biegel Waller Investment Advisory Services
Showing 1 - 7 of 7 top financial advisors.
1
Peter P. Jenkins
CRD#: 2443917
10211 Wincopin Circle, Suite 300, Columbia, MD 21044
96
Wealthminder
score

Peter Jenkins (CRD# 2443917) is an Investment Advisor Representative working at Biegel Waller Investment Advisory Services in Columbia, MD and has over 22 years of experience in the finance industry. Peter Jenkins 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
Mark D. Biegel
CRD#: 3070942
10211 Wincopin Circle, Suite 300, Columbia, MD 21044
93
Wealthminder
score

Mark Biegel (CRD# 3070942) is an Investment Advisor Representative working at Biegel Waller Investment Advisory Services in Columbia, MD and has over 18 years of experience in the finance industry.

3
Matthew A. Gotlin
CRD#: 2498059
10211 Wincopin Circle, Suite 300, Columbia, MD 21044
93
Wealthminder
score

Matthew Gotlin (CRD# 2498059) is an Investment Advisor Representative working at Biegel Waller Investment Advisory Services in Columbia, MD and has over 6 years of experience in the finance industry.

4
Ryan C. Stanley
CRD#: 5332469
10211 Wincopin Circle, Suite 300, Columbia, MD 21044
93
Wealthminder
score

Ryan Stanley (CRD# 5332469) is an Investment Advisor Representative working at Biegel Waller Investment Advisory Services in Columbia, MD and has over 9 years of experience in the finance industry.

5
James B. Waller
CRD#: 3077926
10211 Wincopin Circle, Suite 300, Columbia, MD 21044
93
Wealthminder
score

James Waller (CRD# 3077926) is an Investment Advisor Representative working at Biegel Waller Investment Advisory Services in Columbia, MD and has over 18 years of experience in the finance industry.

6
George V. Panageotou
CRD#: 5172538
10211 Wincopin Circle, Suite 300, Columbia, MD 21044
90
Wealthminder
score

George Panageotou (CRD# 5172538) is an Investment Advisor Representative working at Biegel Waller Investment Advisory Services in Columbia, MD and has 1 year of experience in the finance industry.

7
Stephen J. Saunders
CRD#: 6113181
10211 Wincopin Circle, Suite 300, Columbia, MD 21044
90
Wealthminder
score

Stephen Saunders (CRD# 6113181) is an Investment Advisor Representative working at Biegel Waller Investment Advisory Services in Columbia, MD and has over 4 years of experience in the finance industry.

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