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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thad? Claim Your ProfileThad Ismart is a financial advisor registered with the state of Maryland. Thad has been a registered representative since April 2006. Thad is currently employed by Baltimore-Washington Financial Advisors. Prior to that, Thad was employed by Triad Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and T. Rowe Price Investment Services, Inc. Thad holds Series 6, 7, 63, and 66 licenses. Thad Ismart is a Certified Financial Planner. Thad specializes in retirement planning, estate planning, financial planning, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services
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.
A percentage of the total value of assets under management is charged.
Flat project fees for retirement & estate planning
1
2
MD
02/25/2013 - Present
Baltimore-Washington Financial Advisors (COLUMBIA MD)
MD
03/21/2012 - 02/15/2013
TRIAD ADVISORS, INC. (MAPLE LAWN MD)
MD
04/20/2011 - 10/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
06/01/2009 - 03/23/2011
MORGAN STANLEY SMITH BARNEY (BALTIMORE MD)
MD
04/19/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
02/22/2006 - 03/27/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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