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Erika Lavina Pagel

Brown Advisory

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About Erika Lavina Pagel

Erika Lavina Pagel is an investment advisor representative at Brown Advisory, a firm based in Baltimore, MD. Erika has been in the financial industry since 2000 and holds the Series 7, Series 63, Series 86 and Series 87 licenses. Erika's previous roles have included working at UBS Securities LLC and Schroder & Co. Inc.

Firm Information

Erika Pagel 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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Erika Pagel’s Registration & Firm History

MD

10/23/2012 - Present

Brown Advisory (BALTIMORE MD)

NY

05/09/2000 - 05/30/2006

UBS SECURITIES LLC (NEW YORK NY)

NY

03/27/2000 - 05/12/2000

SCHRODER & CO. INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/18/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erika Lavina Pagel.
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