Maryland Financial Group, Inc.

Maryland Financial Group, Inc. (CRD# 122320) is a financial advisory firm headquartered in Rockville, MD. They manage $155,998,014 in 862 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    862
    ACCOUNTS
  • Average Account Value
    $180,972
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
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.

CA, DC, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA

Financial Advisors at Maryland Financial Group, Inc.
Showing 1 - 10 of 21 top financial advisors.
1
Samantha A. Fraelich-Rohe
CRD#: 4426625
50 West Montgomery Avenue, #110, Rockville, MD 20850
96
Wealthminder
score

Samantha Fraelich-Rohe (CRD# 4426625) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 8 years of experience in the finance industry. Samantha Fraelich-Rohe 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.

2
Brad M. Glickman
CRD#: 2681605
5550 Friendship Blvd, Suite 570, Chevy Chase, MD 20815
96
Wealthminder
score

Brad Glickman (CRD# 2681605) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Chevy Chase, MD and has over 20 years of experience in the finance industry. Brad Glickman 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.

3
Austin B. Atkinson
CRD#: 4621432
210 Wingo Way, Suite 300, Mount Pleasant, SC 29464
93
Wealthminder
score

Austin Atkinson (CRD# 4621432) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 13 years of experience in the finance industry.

4
Robert M. Brice
CRD#: 3246387
50 W. Montgomery Ave., Ste 110, Rockville, MD 20850
93
Wealthminder
score

Robert Brice (CRD# 3246387) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 7 years of experience in the finance industry.

5
Cathryn A. Cato
CRD#: 4178444
210 Wingo Way, St 300, Mount Pleasant, SC 29464
93
Wealthminder
score

Cathryn Cato (CRD# 4178444) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 16 years of experience in the finance industry.

6
Eric S. Cox
CRD#: 2360876
2021 13th St., Suite B, Ashland, KY 41101
93
Wealthminder
score

Eric Cox (CRD# 2360876) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Ashland, KY and has over 22 years of experience in the finance industry.

7
John A. Newsome
CRD#: 2558100
3565 Piedmont Rd Ne - Suite 1-420, Atlanta, GA 30305
93
Wealthminder
score

John Newsome (CRD# 2558100) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Atlanta, GA and has over 21 years of experience in the finance industry.

8
Lance D. Newsome
CRD#: 3216310
3565 Piedmont Rd Ne - Suite 1-420, Atlanta, GA 30305
93
Wealthminder
score

Lance Newsome (CRD# 3216310) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.

9
Robert E. Philbeck
CRD#: 2652662
210 Wingo Way, St 300, Mount Pleasant, SC 29464
93
Wealthminder
score

Robert Philbeck (CRD# 2652662) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 21 years of experience in the finance industry.

10
Martin Sullens
CRD#: 3090679
3565 Piedmont Rd Ne, Suite 1-420, Atlanta, GA 30305
93
Wealthminder
score

Martin Sullens (CRD# 3090679) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Atlanta, GA and has over 18 years of experience in the finance industry.

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