Facet

Facet (CRD# 285961) is a financial advisory firm headquartered in Baltimore, MD. They manage $2,544,660,518 in 24,977 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,545
    MILLION
  • Total Number of Accounts
    24,977
    ACCOUNTS
  • Average Account Value
    $101,880
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Facet
Showing 1 - 10 of 79 top financial advisors.
1
Jonathon E. Armstrong
CRD#: 5980316
100 International Drive, 23rd Floor, Baltimore, MD 21202

Jonathon Armstrong (CRD# 5980316) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 12 years of experience in the finance industry. Jonathon Armstrong 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
Andrew H. Barton
CRD#: 5821594
100 International Drive, 23rd Floor, Baltimore, MD 21202

Andrew Barton (CRD# 5821594) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 10 years of experience in the finance industry. Andrew Barton 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
Jeanette L. Beatty
CRD#: 5659252
100 International Drive, 23rd Floor, Baltimore, MD 21202

Jeanette Beatty (CRD# 5659252) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 14 years of experience in the finance industry. Jeanette Beatty 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.

4
David L. Brundage
CRD#: 2342514
100 International Drive, 23rd Floor, Baltimore, MD 21202

David Brundage (CRD# 2342514) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 30 years of experience in the finance industry. David Brundage 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.

5
Noreen Burtner
CRD#: 5681655
100 International Drive, 23rd Floor, Baltimore, MD 21202

Noreen Burtner (CRD# 5681655) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 14 years of experience in the finance industry. Noreen Burtner 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.

6
Tarif J. Carson
CRD#: 5083445
100 International Drive, 23rd Floor, Baltimore, MD 21202

Tarif Carson (CRD# 5083445) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 18 years of experience in the finance industry. Tarif Carson 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.

7
Keenan D. Casey
CRD#: 5933016
100 International Drive, 23rd Floor, Baltimore, MD 21202

Keenan Casey (CRD# 5933016) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 7 years of experience in the finance industry. Keenan Casey 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.

8
Robert A. Curtis
CRD#: 6260193
Drexel Hill, PA

Robert Curtis (CRD# 6260193) is an Investment Advisor Representative working at Facet in Drexel Hill, PA and has over 10 years of experience in the finance industry. Robert Curtis 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.

9
Matthew T. Dellaero
CRD#: 6183991
100 International Drive, 23rd Floor, Baltimore, MD 21202

Matthew Dellaero (CRD# 6183991) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 7 years of experience in the finance industry. Matthew Dellaero 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.

10
Kent A. Delph
CRD#: 6830224
Noblesville, IN

Kent Delph (CRD# 6830224) is an Investment Advisor Representative working at Facet in Noblesville, IN and has over 6 years of experience in the finance industry. Kent Delph 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.

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