Nazelrod & Associates Financial Services, Inc.

Nazelrod & Associates Financial Services, Inc. (CRD# 121302) is a financial advisory firm headquartered in Towson, MD. They manage $52,794,544 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $824,915
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

MD

Financial Advisors at Nazelrod & Associates Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Eugene D. Nazelrod
CRD#: 2294691
600 Fairmount Ave., Suite 300, Towson, MD 21286
96
Wealthminder
score

Eugene Nazelrod (CRD# 2294691) is an Investment Advisor Representative working at Nazelrod & Associates Financial Services, Inc. in Towson, MD and has over 23 years of experience in the finance industry. Eugene Nazelrod 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
Jason E. Nazelrod
CRD#: 2640347
600 Fairmount Ave., Suite 300, Towson, MD 21286
96
Wealthminder
score

Jason Nazelrod (CRD# 2640347) is an Investment Advisor Representative working at Nazelrod & Associates Financial Services, Inc. in Towson, MD and has over 19 years of experience in the finance industry. Jason Nazelrod 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.

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