Invested.

Invested. (CRD# 120278) is a financial advisory firm headquartered in Baltimore, MD. They manage $14,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $700,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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 Invested.
Showing 1 - 2 of 2 top financial advisors.
1
Genti Cici
CRD#: 5214132
345 N Charles St., Fl 1, Baltimore, MD 21201
93
Wealthminder
score

Genti Cici (CRD# 5214132) is an Investment Advisor Representative working at Invested. in Baltimore, MD and has over 7 years of experience in the finance industry.

2
Taiyoung Lee
CRD#: 4523264
345 N Charles St., Fl 1, Baltimore, MD 21201
93
Wealthminder
score

Taiyoung Lee (CRD# 4523264) is an Investment Advisor Representative working at Invested. in Baltimore, MD and has over 10 years of experience in the finance industry.

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