Invested.

Invested. (CRD# 120278) is a financial advisory firm headquartered in Columbia, MD. They manage $49,669,000 in 172 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10320 Little Patuxent Pkwy., Suite 930, Columbia, MD 21044
https://www.mdinvested.com
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $288,773
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, financial advisor Columbia MD
Genti Cici
CRD#: 5214132
10320 Little Patuxent Pkwy., Suite 930, Columbia, MD 21044

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

2
Taiyoung Lee, financial advisor Columbia MD
Taiyoung Lee
CRD#: 4523264
10320 Little Patuxent Pkwy., Suite 930, Columbia, MD 21044

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

3
Endrit Lloshi, financial advisor Columbia MD
Endrit Lloshi
CRD#: 6926629
10320 Little Patuxent Pkwy., Suite 930, Columbia, MD 21044

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

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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