Verdence Capital Advisors, LLC
Verdence Capital Advisors, LLC (CRD# 288512) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $3,306,595,930 in 6,146 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management3,307MILLION
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Total Number of Accounts6,146ACCOUNTS
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Average Account Value$538,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WV
David Nelson (CRD# 1575597) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 19 years of experience in the finance industry.
Taylor O'hara (CRD# 6531523) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Alexandria, VA and has over 7 years of experience in the finance industry.
Matthew Pietzak (CRD# 4041710) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 24 years of experience in the finance industry.
Avery Prkna (CRD# 1572511) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 30 years of experience in the finance industry.
Richard Rosa (CRD# 2370546) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 30 years of experience in the finance industry.
Brian Sabo (CRD# 2612172) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 25 years of experience in the finance industry.
Robert Schmitt (CRD# 2873510) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 26 years of experience in the finance industry.
Meg Sheil-Puopolo (CRD# 4384629) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 22 years of experience in the finance industry.
Michele Beernink (CRD# 2745548) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has 1 year of experience in the finance industry.
Lucas Belanger (CRD# 7360927) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 2 years of experience in the finance industry.