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Linda Watson McCleary

D.f. Dent AND Company, Inc.

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About Linda Watson McCleary

Linda McCleary is an investment advisor representative with D.f. Dent And Company, Inc. Linda is registered with the state of Maryland and Texas, and is active in both states. Linda has been working in the financial industry for over 20 years. Linda specializes in investment management for businesses, individuals, and investment companies. Linda has worked at D.F. DENT & COMPANY, INC. in Baltimore, MD since January of 1999.

Firm Information

Linda McCleary is currently registered with D.f. Dent AND Company, Inc.. D.f. Dent AND Company, Inc. is an investment advisor registered with the SEC and based in Baltimore, MD. The firm manages approximately $8.15 billion in assets for a range of clients, including high-net-worth individuals, corporations, investment companies, pension plans, and charitable organizations. The firm offers portfolio management services and participates in wrap fee programs.
D.f. Dent AND Company, Inc.

400 EAST PRATT STREET, 7TH FLOOR

BALTIMORE, MD 21202-3127

$8.15B

Assets Under Management

20

Total Clients

8

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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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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percentage of assets

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

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Linda McCleary’s Registration & Firm History

MD

08/13/2007 - Present

D.f. Dent AND Company, Inc. (BALTIMORE MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Watson McCleary.
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