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David Baker Powell

Brown Advisory

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About David Baker Powell

David Baker Powell is a financial advisor with Brown Advisory. David has over 20 years of experience in the financial services industry. David is a Chartered Financial Analyst and holds Series 6, 7, and 63 licenses. David is registered to provide investment advisory services in Delaware, Massachusetts, and North Carolina. Prior to joining Brown Advisory, David was employed by T. Rowe Price Investment Services, Inc.

Firm Information

David Powell is currently registered with Brown Advisory. Brown Advisory is an investment advisory firm based in BALTIMORE, MD. The firm manages assets for a variety of clients, including individuals, institutions, and investment companies. They offer a range of advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Brown Advisory also participates in wrap fee programs. The firm has over 267 investment advisory professionals and manages over $108 billion in assets.
Brown Advisory

901 SOUTH BOND STREET

BALTIMORE, MD 21231-3340

$108.33B

Assets Under Management

Not reported

Total Clients

27

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Powell’s Registration & Firm History

MD

06/07/2012 - Present

Brown Advisory (BALTIMORE MD)

MD

10/02/1997 - 02/16/1999

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 11/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/1998

Series 7 - General Securities Representative Examination

BC

Issued 10/01/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Baker Powell.
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