Wbh Advisory, Inc.

Wbh Advisory, Inc. (CRD# 105289) is a financial advisory firm headquartered in Baltimore, MD. They manage $637,860,049 in 1,542 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    638
    MILLION
  • Total Number of Accounts
    1,542
    ACCOUNTS
  • Average Account Value
    $413,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, DC, DE, FL, IL, MD, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Wbh Advisory, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
John R. Ciccarone
CRD#: 2226416
Baltimore, MD 21208

John Ciccarone (CRD# 2226416) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 27 years of experience in the finance industry.

2
Marc J. Hertzberg
CRD#: 3180785
Baltimore, MD 21208

Marc Hertzberg (CRD# 3180785) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 20 years of experience in the finance industry.

3
Carol N. Sullivan
CRD#: 1666200
Baltimore, MD 21208

Carol Sullivan (CRD# 1666200) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 18 years of experience in the finance industry.

4
Daniel E. Wagner
CRD#: 2141923
Baltimore, MD 21208

Daniel Wagner (CRD# 2141923) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 28 years of experience in the finance industry.

5
Benjamin M. Waller
CRD#: 5704581
Baltimore, MD 21208

Benjamin Waller, CFA, CFP® (CRD# 5704581) is an Investment Advisor Representative working at WBH Advisory, Inc., in Baltimore, MD and has over 9 years of experience in the finance industry.

6
Robert J. Willen
CRD#: 4604837
Baltimore, MD 21208

Robert Willen (CRD# 4604837) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 18 years of experience in the finance industry.

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