Invested.

Invested. (CRD# 120278) is a financial advisory firm headquartered in Baltimore, MD. They manage $34,700,000 in 177 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $196,045
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Invested.
Showing 1 - 3 of 3 top financial advisors.
1
Genti Cici
CRD#: 5214132
345 N Charles St., Fl 1, Baltimore, MD 21201

Genti Cici (CRD# 5214132) is an Investment Advisor Representative working at Invested. in Baltimore, MD and has over 15 years of experience in the finance industry.

2
Taiyoung Lee
CRD#: 4523264
345 N Charles St., Fl 1, Baltimore, MD 21201

Taiyoung Lee (CRD# 4523264) is an Investment Advisor Representative working at Invested. in Baltimore, MD and has over 17 years of experience in the finance industry.

3
Endrit Lloshi
CRD#: 6926629
345 N Charles St., Fl 1, Baltimore, MD 21201

Endrit Lloshi (CRD# 6926629) is an Investment Advisor Representative working at Invested. in Baltimore, MD and has over 5 years of experience in the finance industry.

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