Invested. (CRD# 120278) is a financial advisory firm headquartered in Baltimore, MD. They manage $15,500,000 in 57 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$271,930
- 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
- Educational seminars/workshops
Genti Cici (CRD# 5214132) is an Investment Advisor Representative working at Invested. in Baltimore, MD and has over 9 years of experience in the finance industry. Genti Cici 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.
Taiyoung Lee (CRD# 4523264) is an Investment Advisor Representative working at Invested. in Baltimore, MD and has over 11 years of experience in the finance industry.