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 Gonzalez (CRD# 6911654) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 4 years of experience in the finance industry.
Kathryn Kelly (CRD# 7620683) 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.
Kai Kressman (CRD# 7188054) 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.
Noel Lamontagne (CRD# 7079929) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 4 years of experience in the finance industry.
Nancy McColgan (CRD# 4748718) 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.
Nicholas Schiavone (CRD# 7497934) 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.
Stephen Thacker (CRD# 2230751) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 31 years of experience in the finance industry.
Andrew Wright (CRD# 7623093) 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.