Mid Atlantic Financial Management, Inc.

Mid Atlantic Financial Management, Inc. (CRD# 109771) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $1,865,102,812 in 7,191 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,865
    MILLION
  • Total Number of Accounts
    7,191
    ACCOUNTS
  • Average Account Value
    $259,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Mid Atlantic Financial Management, Inc.
Showing 1 - 10 of 103 top financial advisors.
1
Nita J. Bridwell
CRD#: 1467273
4514 Cole Avenue, Suite 600, Dallas, TX 75205
96
Wealthminder
score

Nita Bridwell (CRD# 1467273) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Dallas, TX and has over 32 years of experience in the finance industry. Nita Bridwell 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
Carey A. Droznek
CRD#: 5308583
4000 Washington Road, Suite 101, Mcmurray, PA 15317
96
Wealthminder
score

Carey Droznek (CRD# 5308583) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Mcmurray, PA and has over 10 years of experience in the finance industry. Carey Droznek 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
Richard C. Evans
CRD#: 1045768
Shepherd, MI
96
Wealthminder
score

Richard Evans (CRD# 1045768) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Shepherd, MI and has over 35 years of experience in the finance industry. Richard Evans 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.

4
Anna C. Hamilton
CRD#: 830168
Greenville, DE
96
Wealthminder
score

Anna Hamilton (CRD# 830168) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Greenville, DE and has over 34 years of experience in the finance industry. Anna Hamilton 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.

5
Brent S. Hillerich
CRD#: 4352629
1251 Waterfront Place, Suite 510, Pittsburgh, PA 15222
96
Wealthminder
score

Brent Hillerich (CRD# 4352629) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Pittsburgh, PA and has over 14 years of experience in the finance industry. Brent Hillerich 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.

6
Brittany L. Jorgensen
CRD#: 5173371
1251 Waterfront Place, Suite 510, Pittsburgh, PA 15222
96
Wealthminder
score

Brittany Jorgensen (CRD# 5173371) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry. Brittany Jorgensen 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.

7
Iris J. Roth
CRD#: 1797031
Miami, FL
96
Wealthminder
score

Iris Roth (CRD# 1797031) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Miami, FL and has over 23 years of experience in the finance industry. Iris Roth 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.

8
Melissa J. Stein
CRD#: 4999174
1251 Waterfront Place, Suite 510, Pittsburgh, PA 15222
96
Wealthminder
score

Melissa Stein (CRD# 4999174) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Pittsburgh, PA and has over 12 years of experience in the finance industry. Melissa Stein 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.

9
John P. Williams
CRD#: 4406386
6641 N. High Street, Suite 203, Worthington, OH 43085
96
Wealthminder
score

John Williams (CRD# 4406386) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Worthington, OH and has over 13 years of experience in the finance industry. John Williams 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.

10
Albert Abramovic
CRD#: 5864982
415 12th Street, Franklin, PA 16323
93
Wealthminder
score

Albert Abramovic (CRD# 5864982) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Franklin, PA and has over 6 years of experience in the finance industry.

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