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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Annapolis, MD.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

16 financial advisors13 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

13 advisory firmsCompare public facts. Verify experience directly.
16 financial advisors13 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1 NORTH WEALTH SERVICES, LLCCRD 115948

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ACCORDANT ADVISORY GROUP, INC.CRD 117474

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
CURIO WEALTH, LLCCRD 328178

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HF ADVISORY GROUP, LLCCRD 309051

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
MDRN CAPITALCRD 325950

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MRE MANAGEMENT, LLCCRD 338513

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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RCS FINANCIAL PLANNING, LLCCRD 291678

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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REALTERMCRD 322689

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: PORTFOLIO MANAGEMENT TO JOINT VENTURES; DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASINGPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
SCARBOROUGH CAPITAL MANAGEMENTCRD 169517

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SERA CAPITAL MANAGEMENT, LLCCRD 120896

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SHAKER FINANCIAL SERVICESCRD 121534

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
THE ELLERSON GROUP INCCRD 106658

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
VALUEWEALTH SERVICES, LLCCRD 304049

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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Understand financial advisor fees

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