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Samantha Amanda Fraelich-rohe

Maryland Financial Group, Inc.

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About Samantha Amanda Fraelich-rohe

Samantha Fraelich-rohe is a financial advisor with Maryland Financial Group, Inc. Samantha has been in the financial industry since 2001 and holds Series 7, Series 66, and SIE licenses. Samantha is also a Certified Financial Planner. Samantha has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Samantha provides financial planning and portfolio management services. Prior to joining Maryland Financial Group, Inc., Samantha was a financial advisor with NFP Advisor Services, LLC and UBS Financial Services Inc.

Firm Information

Samantha Fraelich-rohe is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

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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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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Samantha Fraelich-rohe’s Registration & Firm History

MD

05/21/2015 - Present

Maryland Financial Group, Inc. (ROCKVILLE MD)

MD

09/19/2003 - 04/15/2015

NFP ADVISOR SERVICES, LLC (CHEVY CHASE MD)

NJ

08/21/2001 - 06/27/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 09/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samantha Amanda Fraelich-rohe.
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