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Brian John Grumbach

Verdence Capital Advisors, LLC

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About Brian John Grumbach

Brian Grumbach is a financial advisor who has been in the industry since 1997. Brian is currently registered with Verdence Capital Advisors, LLC in Maryland and Texas. Brian is a Certified Financial Planner and holds the Series 66, 31 and 7 licenses. Brian has previous experience with Hightower Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian is an active member of the financial community and is dedicated to providing his clients with the highest level of service and expertise.

Firm Information

Brian Grumbach 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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Brian Grumbach’s Registration & Firm History

MD

06/26/2017 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MD

02/17/2012 - 06/30/2017

HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)

MD

04/03/1997 - 02/21/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 10/24/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 04/02/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian John Grumbach. Review regulatory record here.
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