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Marianne Dorian Mattran

Foundry Wealth Advisors, LLC

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About Marianne Dorian Mattran

Marianne Mattran is a financial advisor with Foundry Wealth Advisors, LLC. Marianne has been working in the financial services industry since June 2011 and has a Series 7, Series 66, and SIE license. She is a Certified Financial Planner and has a strong focus on providing financial planning and portfolio management services to individuals and high-net-worth clients. Marianne has experience working with a variety of clients and specializes in investment advisory services, retirement planning, and estate planning. Marianne is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Marianne Mattran is currently registered with Foundry Wealth Advisors, LLC. Foundry Wealth Advisors, LLC is an investment advisor registered with the SEC and based in Baltimore, Maryland. The firm provides financial planning and portfolio management for individuals and families. Foundry Wealth Advisors manages approximately $124,916,551 in assets for 285 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm also offers selection of other advisors as an advisory service.
Foundry Wealth Advisors, LLC

921 E. FORT AVENUE

BALTIMORE, MD 21230

$124.92M

Assets Under Management

Not reported

Total Clients

4

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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percentage of assets

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

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Marianne Mattran’s Registration & Firm History

MD

06/27/2019 - Present

Foundry Wealth Advisors, LLC (BALTIMORE MD)

MD

09/26/2016 - 07/05/2018

M. S. HOWELLS & CO. (Baltimore MD)

MD

06/07/2011 - 10/07/2016

COASTAL EQUITIES, INC. (BALTIMORE, MD)

MD

06/15/2004 - 06/03/2011

SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 06/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Marianne Dorian Mattran. Review regulatory record here.
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