Cobalt Financial Partners LLC
Cobalt Financial Partners LLC (CRD# 168710) is a financial advisory firm headquartered in Sykesville, MD. They manage $58,200,000 in 99 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management58MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$587,879
- A percentage of assets under your management
- Hourly charges
- 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
Christopher Shematek (CRD# 2781610) is an Investment Advisor Representative working at Cobalt Financial Partners LLC in Sykesville, MD and has over 18 years of experience in the finance industry. Christopher Shematek 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.
Joseph Duggan (CRD# 4274573) is an Investment Advisor Representative working at Cobalt Financial Partners LLC in Sykesville, MD and has over 17 years of experience in the finance industry.