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

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Gross is an investment advisor representative with T. Rowe Price Associates, Inc. Matthew's career in the financial industry began on 2019-08-13. Matthew is registered to provide investment advisory services in 53 states. Matthew is also registered with FINRA. Matthew offers a variety of investment advisory services to individuals, corporations, businesses, trusts, and other entities.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Guggenheim Funds Distributors, LLC

location

ROCKVILLE, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Eric Chen is a registered representative with Guggenheim Funds Distributors, LLC. Matthew has been in the securities industry since January 1, 2007. Matthew holds the Series 7 and SIE licenses. Matthew has been registered in Maryland since March 3, 2014. Previously, Matthew worked at Guggenheim Distributors, LLC and Rydex Distributors, Inc. Matthew is also a registered representative with Guggenheim Funds Distributors, LLC.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

BEL AIR, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Gardner is a financial professional with over 10 years of experience in the industry. Matthew is currently registered with State Farm Investment Management Corp. in Delaware, Maryland, and Pennsylvania. He is a Series 6 and Series 63 licensed representative and holds the Chartered Financial Consultant designation. Matthew is committed to providing personalized financial advice and guidance to individuals, families, and businesses.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

Lutherville, MD

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Riggin is a financial advisor with Morgan Stanley, offering a variety of services to individuals, businesses, and institutions. Matthew has been in the financial services industry since 2008 and holds a Series 7, Series 66, and SIE license. Matthew has a strong track record of success in helping clients achieve their financial goals. Prior to joining Morgan Stanley, Matthew worked at CITIGROUP GLOBAL MARKETS INC. Matthew is registered to provide securities and investment advisory services in 46 states and the District of Columbia.

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

D.f. Dent AND Company, Inc. | CFA ® (Certifications)

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Matthew Forbes Dent is a financial advisor with D.f. Dent and Company, Inc. in Baltimore, MD. Matthew Forbes Dent has been in the financial services industry since June 2001 and has been registered with FINRA since April 14, 2022. Matthew Forbes Dent is a Chartered Financial Analyst and holds a series 65 registration. Matthew Forbes Dent has experience working with high net worth individuals, investment companies, corporations, and other businesses.

SPECIALIZATIONS

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

Frederick, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Matthew McGreevy is a financial advisor registered with Morgan Stanley since 2009. Prior to that, Matthew worked for Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Matthew has a broad range of experience in the financial services industry, specializing in a variety of services for individuals, businesses, and institutions. He is committed to providing clients with personalized financial advice and guidance to help them achieve 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

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Scarlata is a financial advisor who has been in the industry since December 13, 2001. Matthew is currently a registered representative with T. Rowe Price Associates, Inc., and holds a Series 63, Series 66, Series 7 and Series 24 licenses. Matthew has a broad range of experience having previously worked with Resource Securities LLC, Equinox Group Distributors, LLC, AXA Distributors, LLC, AllianceBernstein Investment Research and Management, Inc., and Salomon Smith Barney Inc. Matthew is registered in 53 states and 2 additional jurisdictions and offers investment advisory services to corporations, pooled investment vehicles, insurance companies, investment companies, charitable organizations, state and municipal government entities, high-net-worth individuals and other investment advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

State Farm Investment Management Corp.

location

Monrovia, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Aaron Johnson is a registered investment advisor representative in New York and Maryland. Matthew has worked in the financial services industry since August 11, 2013. He is associated with State Farm Investment Management Corp. In New York, Matthew is registered as both a broker-dealer and an investment advisor representative. Matthew's specializations include investment company products and variable contracts.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Hunt Valley, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Matthew May is a financial advisor with Morgan Stanley. Matthew has been in the industry since 1998 and is registered in 38 states as well as Texas and Maryland. Matthew has Series 63, Series 65, Series 7 and SIE licenses and is also a Certified Financial Planner. Matthew has previously been employed at UBS Financial Services Inc. and A.G. Edwards & Sons, Inc. Matthew is a registered representative of Morgan Stanley Smith Barney, and a financial advisor with Morgan Stanley Private Bank, National Association. Matthew has a wide range of specializations and works with a variety of client types including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, state and municipal government entities and investment clubs. Matthew is based in Hunt Valley, MD.

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

Salisbury, MD

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Robins is a financial advisor with Morgan Stanley. Matthew has been in the financial services industry since June 2008 and holds Series 7, 31, 63, and 65 licenses. Matthew is registered to provide investment advice in 19 states. Matthew’s expertise includes providing investment advice, financial planning, pension consulting, asset allocation advice, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. Matthew is also registered to provide investment advisory services in Maryland and Texas.

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

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