Financial Consulate
Financial Consulate (CRD# 106898) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $782,269,600 in 3,093 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management782MILLION
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Total Number of Accounts3,093ACCOUNTS
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Average Account Value$252,916
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, DE, FL, MD, NC, NH, NY, PA, SC, TX, VA
Roger Bair (CRD# 1681148) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 36 years of experience in the finance industry.
Charles Bender (CRD# 5835396) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry.
Robert Boehner (CRD# 6737672) is an Investment Advisor Representative working at Financial Consulate in Gettysburg, PA and has 1 year of experience in the finance industry.
Graham Ewing (CRD# 5990266) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry.
Michael McCarthy (CRD# 5835406) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry.
Christopher O'shea (CRD# 1957429) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 34 years of experience in the finance industry.
Andrew Tignanelli (CRD# 868434) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 37 years of experience in the finance industry.
Madison Bennett (CRD# 7260132) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry.
Jackson Courtney (CRD# 7746190) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry.
Leo Lavezza (CRD# 7748245) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry.