Invested Better
Portfolio Management for Individuals Advisors in Maryland
1,106 Results
Unclaimed
location

Lutherville, MD

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Beverly Britten Moore is a financial advisor with Morgan Stanley. Beverly has been in the industry since October 29, 1985. Beverly holds licenses in 45 states and the District of Columbia. Beverly has been a registered representative of Morgan Stanley since June 1, 2009. Beverly is also a Registered Investment Advisor, holding registrations in 3 states. Beverly provides financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, high-net-worth individuals, trusts, businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Baltimore, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Bhavesh Vora is a financial advisor associated with Morgan Stanley. Bhavesh Vora has been in the industry since 2020 and is registered with FINRA and is active in the BrokerCheck system. Bhavesh Vora is also associated with Morgan Stanley & Co. LLC. Bhavesh Vora has passed the Series 99TO and SIE exams. Bhavesh Vora specializes in various investment strategies, including portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Blake Doyle is a financial advisor with over 17 years of experience in the industry. Blake currently works at Chevy Chase Trust Co. and is registered as an investment advisor in the District of Columbia, Maryland, and Virginia. Blake has a strong background in portfolio management and has worked with a variety of clients, including high-net-worth individuals, investment companies, and pooled investment vehicles. Blake has a Series 7, Series 63, Series 65, and Series 66 license. Prior to joining Chevy Chase Trust Co., Blake worked at Height Securities, LLC, IRC Securities LLC, and FBR Capital Markets & CO. Blake offers a range of financial planning services, including portfolio management for individuals, businesses, and investment companies. Blake also provides trustee and investment management for collective funds and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Equitycompass Investment Management, LLC

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Bobby Thomas is a registered investment advisor representative with Equitycompass Investment Management, LLC. Bobby has been in the industry since June 2007. Bobby is registered in Maryland. The firm's main office is located in Baltimore, MD. Equitycompass Investment Management, LLC provides portfolio management for individuals, businesses and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Hagerstown, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Bonita Yetter is an investment advisor representative registered with Morgan Stanley and has been in the industry since May 2009. Bonita has a broad range of experience in the financial services industry with a focus on providing investment advice and financial planning. Bonita holds the Series 7, Series 10, Series 9, Series 63 and Series 65 licenses and has expertise in various financial products and services. Bonita previously worked at RBC Capital Markets, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Lutherville, MD

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bonnie Lynn Krosin is a financial advisor at Morgan Stanley. Bonnie has been in the industry since 1992 and has experience working for a number of firms including Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Bonnie holds multiple FINRA licenses, including Series 7, 31, and 63. Bonnie is also licensed to advise clients in 28 states, including Maryland, Texas, and California. In addition to her experience, Bonnie has a number of certifications, including the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination. At Morgan Stanley, Bonnie focuses on providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Easton, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Valliant Hill is a registered representative of Morgan Stanley. Bradley has been in the financial services industry since November 1996. Bradley is licensed in 42 states including Texas, Maryland, and Alabama. Bradley holds the Series 7, Series 31, Series 63, and Series 65 licenses. Bradley has been registered with Morgan Stanley since June 2009. Prior to that, Bradley was a registered representative with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Hagerstown, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Ciucci is a financial advisor at Morgan Stanley. Bradley has been in the industry since August 2006 and has a broad range of experience. Bradley holds a Series 66 license, in addition to Series 7, 9, 10, and 31 licenses. Bradley is also a Registered Representative in Maryland, Pennsylvania, and Texas. Bradley provides financial advice to individuals, businesses, high-net-worth individuals, corporations, insurance companies, pension plans, investment companies, and charitable organizations. Bradley is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Baltimore, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brady Alexander Stone is a financial advisor who has been in the industry since October 4, 2018. Brady currently works for Morgan Stanley and is registered with FINRA and the state of Maryland. Brady holds the Series 6 and SIE licenses. Brady was previously employed with T. Rowe Price Investment Services, Inc. where Brady was registered with FINRA and the state of Maryland.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Annapolis, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Kerrigan is a financial advisor at Morgan Stanley. Brandon is registered with both FINRA and the Securities and Exchange Commission (SEC) in 53 states. They have been in the financial services industry since April 2020. Brandon has a Series 66, Series 7TO, and SIE license. They specialize in investment advisory, portfolio management, and financial planning for individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

Need help matching

with the right advisor?