Mid Atlantic Financial Management, Inc.

Mid Atlantic Financial Management, Inc. (CRD# 109771) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $1,764,643,514 in 7,294 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,765
    MILLION
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
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

Financial Advisors at Mid Atlantic Financial Management, Inc.
Showing 1 - 10 of 98 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 30 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
455 Valley Brook Road, Suite 100, 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 8 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 34 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
Craig A. Grover
CRD#: 4573502
9 May Street, Bangor, ME 04401
96
Wealthminder
score

Craig Grover (CRD# 4573502) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Bangor, ME and has over 10 years of experience in the finance industry.

5
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 32 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.

6
Craig A. Joncas
CRD#: 5630983
2 Monument Square, Suite 503, Portland, ME 04101
96
Wealthminder
score

Craig Joncas (CRD# 5630983) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Portland, ME and has over 7 years of experience in the finance industry. Craig Joncas 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 21 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
4000 Washington Road, Suite 101, McMurray, PA 15317
96
Wealthminder
score

Melissa Stein (CRD# 4999174) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in McMurray, PA and has over 11 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
Saundra F. Albrite-Bouchard
CRD#: 2333038
Nokesville, VA
93
Wealthminder
score

Saundra Albrite-Bouchard (CRD# 2333038) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Nokesville, VA and has over 15 years of experience in the finance industry.

10
Gregory M. Bakke
CRD#: 5770043
Littleton, CO
93
Wealthminder
score

Gregory Bakke (CRD# 5770043) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Littleton, CO and has over 6 years of experience in the finance industry.

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