Meredith Etherington, financial advisor Baltimore MD

Meredith Etherington

CRD Number: 2897650
Current Firm: Brown Advisory

Meredith Etherington (CRD# 2897650) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Brown Advisory Baltimore, MD Nov 2019 - Current 3
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
Contact Info for Meredith S. Etherington
Phone Number: 410-537-5400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    98,298
    MILLIONS
  • Total Number of Accounts
    22,302
    ACCOUNTS
  • Average Account Value
    $4,407,590
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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