Sc&h Wealth

Sc&h Wealth (CRD# 120666) is a financial advisory firm headquartered in Sparks, MD. They manage $908,923,478 in 1,760 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    909
    MILLION
  • Total Number of Accounts
    1,760
    ACCOUNTS
  • Average Account Value
    $516,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, DE, FL, GA, MD, MN, NC, NH, NY, PA, TX, VA

Financial Advisors at Sc&h Wealth
Showing 11 - 18 of 18 top financial advisors.
11
Kellie R. Walter
CRD#: 2874889
910 Ridgebrook Road, Sparks, MD 21152

Kellie Walter (CRD# 2874889) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 26 years of experience in the finance industry.

12
Nicholas R. Distefano
CRD#: 6708286
910 Ridgebrook Road, Sparks, MD 21152

Nicholas Distefano (CRD# 6708286) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has 1 year of experience in the finance industry.

13
James F. Francis
CRD#: 7668306
910 Ridgebrook Road, Sparks, MD 21152

James Francis (CRD# 7668306) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has 1 year of experience in the finance industry.

14
Hope E. Fribush
CRD#: 7311426
910 Ridgebrook Road, Sparks, MD 21152

Hope Fribush (CRD# 7311426) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 3 years of experience in the finance industry.

15
Samuel L. Heroux
CRD#: 6454641
910 Ridgebrook Road, Sparks, MD 21152

Samuel Heroux (CRD# 6454641) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has 1 year of experience in the finance industry.

16
William Krueger
CRD#: 7428395
910 Ridgebrook Road, Sparks, MD 21152

William Krueger (CRD# 7428395) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 2 years of experience in the finance industry.

17
Angelo J. Romano
CRD#: 7224956
910 Ridgebrook Road, Sparks, MD 21152

Angelo Romano (CRD# 7224956) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 4 years of experience in the finance industry.

18
Blake W. Walter
CRD#: 7282148
910 Ridgebrook Road, Sparks, MD 21152

Blake Walter (CRD# 7282148) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has 1 year of experience in the finance industry.

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