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Ayaz Hasan

Verdence Capital Advisors, LLC

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About Ayaz Hasan

Ayaz Hasan is an investment advisor representative with Verdence Capital Advisors, LLC. Ayaz has been in the industry since 2007 and has experience with a variety of firms including Merrill Lynch, Morgan Stanley and Citigroup. Ayaz is registered with the state of Maryland and is currently active with the Investment Advisor Association. Ayaz's focus is on providing financial planning, consulting and portfolio management services to individuals, corporations and charitable organizations.

Firm Information

Ayaz Hasan is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ayaz Hasan’s Registration & Firm History

MD

03/04/2024 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MD

12/09/2015 - 02/20/2024

MORGAN STANLEY (Lutherville MD)

OH

05/03/2013 - 10/30/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ZANESVILLE OH)

FL

04/09/2009 - 05/30/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)

MD

11/14/2008 - 03/31/2009

STANFORD GROUP COMPANY (BALTIMORE MD)

MD

03/20/2007 - 12/03/2008

CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)

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Licenses & Designations

BOTH

Issued 11/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ayaz Hasan.
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