Meredith Etherington (CRD# 2897650) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 23 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brown Advisory | Baltimore, MD | Nov 2019 - Current | 4 |
| Litman Gregory Asset Management, LLC | Larkspur, CA | Jun 2013 - Nov 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- CA
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Total Assets Under Management98,298MILLIONS
-
Total Number of Accounts22,302ACCOUNTS
-
Average Account Value$4,407,590
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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