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Blake William Walter

Sc & h Wealth

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About Blake William Walter

Blake William Walter is an Investment Advisor Representative at Sc&h Wealth, a firm located in Sparks, Maryland. Blake has been in the industry since January of 2019 and is licensed in Maryland. Blake earned a Series 65 license and holds the Certified Financial Planner designation. Blake specializes in providing financial planning, selection of other advisers, and portfolio management for individuals. Blake has been employed with SC&H Financial Advisors, Inc. since June of 2022.

Firm Information

Blake Walter is currently registered with Sc & h Wealth. Sc&h Wealth is an investment advisory firm located in SPARKS, MD, United States. With a team of 8 licensed agents and 19 investment adviser representatives, they manage approximately $908,923,478 in assets for 1,760 clients. Their services include financial planning, portfolio management for individuals, and selection of other advisers. Sc&h Wealth primarily serves high-net-worth individuals and individuals other than high-net-worth.
Sc & h Wealth

910 RIDGEBROOK ROAD

SPARKS, MD 21152-9390

$908.92M

Assets Under Management

34

Total Clients

19

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Blake Walter’s Registration & Firm History

MD

06/14/2022 - Present

Sc&h Wealth (SPARKS MD)

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Licenses & Designations

IA

Issued 05/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blake William Walter.
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