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).

Current Firm Details
100 International Drive, 23rd Floor, Baltimore, MD 21202
https://www.instagram.com/@joinfacet
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 31 - 40 of 78 top financial advisors.
31
Eric Masch, financial advisor Baltimore MD
Eric K. Masch
CRD#: 6130291
100 International Drive, 23rd Floor, Baltimore, MD 21202

Eric Masch (CRD# 6130291) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 11 years of experience in the finance industry.

32
Alex McDonald, financial advisor Baltimore MD
Alex G. McDonald
CRD#: 5804792
100 International Drive, 23rd Floor, Baltimore, MD 21202

Alex McDonald (CRD# 5804792) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 12 years of experience in the finance industry.

33
Madeline McIvor, financial advisor Baltimore MD
Madeline McIvor
CRD#: 6152205
100 International Drive, 23rd Floor, Baltimore, MD 21202

Madeline McIvor (CRD# 6152205) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 9 years of experience in the finance industry.

34
Christopher Millius, financial advisor Denver CO
Christopher J. Millius
CRD#: 6872091
Denver, CO

Christopher Millius (CRD# 6872091) is an Investment Advisor Representative working at Facet in Denver, CO and has over 6 years of experience in the finance industry.

35
David Monteith, financial advisor Baltimore MD
David R. Monteith
CRD#: 5355033
100 International Drive, 23rd Floor, Baltimore, MD 21202

David Monteith (CRD# 5355033) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 16 years of experience in the finance industry.

36
Ashley Morris, financial advisor Moseley VA
Ashley E. Morris
CRD#: 6254105
Moseley, VA

Ashley Morris (CRD# 6254105) is an Investment Advisor Representative working at Facet in Moseley, VA and has over 9 years of experience in the finance industry.

37
Abigail Nathu, financial advisor Baltimore MD
Abigail Nathu
CRD#: 5905439
100 International Drive, 23rd Floor, Baltimore, MD 21202

Abigail Nathu (CRD# 5905439) is an Investment Advisor Representative working at Facet in Baltimore, MD and has 1 year of experience in the finance industry.

38
Danielle Reitz, financial advisor Baltimore MD
Danielle M. Reitz
CRD#: 2996518
100 International Drive, 23rd Floor, Baltimore, MD 21202

Danielle Reitz (CRD# 2996518) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 26 years of experience in the finance industry.

39
Carlos Ruiz, financial advisor Baltimore MD
Carlos D. Ruiz
CRD#: 7062168
100 International Drive, 23rd Floor, Baltimore, MD 21202
40
Patrick Sabol, financial advisor Mount Pleasant SC
Patrick C. Sabol
CRD#: 6692253
Mount Pleasant, SC

Patrick Sabol (CRD# 6692253) is an Investment Advisor Representative working at Facet in Mount Pleasant, SC and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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