Cobalt Financial Partners LLC

Cobalt Financial Partners LLC (CRD# 168710) is a financial advisory firm headquartered in Sykesville, MD. They manage $34,000,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $894,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Cobalt Financial Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher P. Shematek
CRD#: 2781610
613 Sideling Court, Sykesville, MD 21784
96
Wealthminder
score

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.

2
Joseph P. Duggan
CRD#: 4274573
613 Sideling Court, Sykesville, MD 21784
93
Wealthminder
score

Joseph Duggan (CRD# 4274573) is an Investment Advisor Representative working at Cobalt Financial Partners LLC in Sykesville, MD and has over 16 years of experience in the finance industry.

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