Find Top Financial Advisors in Severna Park, Maryland

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Qualifications of Financial Advisors in Severna Park

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Qualified Financial Advisors in Severna Park, Maryland
Financial Advisor Office Location Phone Number
Nilos T. Sakellariou, CFM
NTS Bearing-Total Wealth Management.
61 Cornhill Street,
Annapolis, MD  21401
(410) 263-1313
Carl Sera
Sera Capital Management, LLC.
1910 Towne Centre Blvd,
Annapolis, MD  21401
(443) 534-3324
George Pikounis
345 N Charles St,
Baltimore, MD  21201
(410) 469-9532
Nick Ibello
Williams Asset Management
8850 Columbia 100 Parkway,
Columbia, MD  21045
(410) 740-0220
Brandon Oliver
Oliver Wealth Management
901 Dulaney Valley Road, Suite 701,
Towson, MD  21204
(410) 343-7125
Michelle Muhammed
Edelman Financial Engines, LLC
12510 Prosperity Drive,
Silver Spring, MD  20904
(301) 563-9015
David Middleton
Middleton Advisory
3 Bethesda Metro Center,
Bethesda, MD  20814
(202) 503-4015

Information on Qualified Financial Advisors in Severna Park

Qualifications CRD# 2108146
FirmCRD# 124504
Series 7, 10, 31, 63, 65, 66

Compensation/Fee Fee Only, Based on Assets

Office Location 61 Cornhill Street,
Phone Number (410) 2631313

please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com

About NTS Bearing-Total Wealth Management.

NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve their financial goals, grow & preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall investment results. The firm's emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios. I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's financial future.

Qualifications CRD# 6615102
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location 1910 Towne Centre Blvd,
Suite 250,
Phone Number (443) 5343324

Carl Sera is the son in the father & son team of Sera Capital. He's been working with his dad Carlos since he graduated college and this is all he's ever done, with the exception of one summer in high school where he worked at a golf course. He lives in Severna Park with his wife and daughter and enjoys golfing at Gibson Island whenever he can.

About Sera Capital Management, LLC.

Qualifications CRD# 5955876
FirmCRD# 120278
Series 65, 66

Compensation/Fee Fee Only, Based on Assets

Office Location 345 N Charles St,
Phone Number (410) 4699532

George has been in the Finance Industry since 2011 and has worked at T.Rowe Price and TD Ameritrade. He enjoys building long-lasting relationships with his clients and he has found his passion in helping people achieve their financial goals. George studied Communications at Lycoming College, and uses his background to effectively convey the message of financial health and goal planning. Because of this, he has become effective in the wealth management space, working with clients of all sizes, from those just starting out, to individuals with 5 million+ under management. Born and raised in Baltimore, George is a lover of all things Maryland and is an avid Baltimore sports fan. When out of the office, you will find him cheering on the Orioles and the Ravens, as well as spending time with his family, friends, and his three dogs.

About InvestEd

Everyone should know what their money is doing. But these days, we get wrapped up in charts and fine print, and guys on TV yelling buy-sell-hold, and it’s clear that Wall Street isn’t looking out for you or me. InvestEd is designed to get rid of all that noise. We believe in smart money for everyone–no matter age, income or career path–we want you to have the financial means to reach your life goals. So we provide free, clear and straightforward financial information, that’s specific and unbiased. We’re not tied to big banks, and we’re real people with real offices in downtown Baltimore, not just a chat window or a voice on the phone. There’s no minimum to start, and we charge a simple .95% fee–no hidden charges, no commissions, no fine print.

Qualifications CRD# 2470323
FirmCRD# 2470323
Series 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly

Office Location 8850 Columbia 100 Parkway,
Suite 204,
Phone Number (410) 7400220

Born and raised in Baltimore, Nick graduated cum laude with a BA in economics and a concentration in finance from St. Mary's College of Maryland. After cutting his teeth at T. Rowe Price, Nick began looking for a firm that more closely matched his philosophy, investment process, and passion for helping people reach their financial goals joining Williams Asset Management as a full-time wealth manager. Nick has earned prestigious designations, including CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® credentials. Nick is married to his beautiful wife, Jami, and they currently reside in the vibrant Canton area of Baltimore City. After witnessing the polarizing income levels and economic conditions in the city first-hand, Nick decided to volunteer through the CASH Campaign of Maryland's Pro-Bono Financial Planning Program. A program that has been specifically designed to provide free access to quality financial planning guidance and coaching for low-to-moderate income individuals and families in Baltimore and across Maryland.

About Williams Asset Management

Wealth management is about much more than crafting investment portfolios. It's about translating your financial goals into a comprehensive plan with specific strategies and actions that carefully balance your short-term needs with your long-term aspirations. It's about planning for the unexpected and putting protections in place to ensure the well-being of your loved ones. And it?s about preparing the next generation for the challenges of wealth. In the words of Henry David Thoreau,"Wealth is the ability to fully experience life."

Qualifications CRD# 3251099
FirmCRD# 25536

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location 901 Dulaney Valley Road, Suite 701,
Phone Number (410) 3437125

With over 20 years of experience, Brandon has learned that most clients want the same thing: an honest relationship with a professional who genuinely wants to help them achieve their goals. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias. Unlike firms that are focused on selling products, Oliver Wealth Management is focused on one thing the financial success of its clients. Brandon's interest in finance and investing began in college, and his entrepreneurial spirit and desire to build led him into the brokerage business. Brandon credits his father, Richard, for instilling the belief that he can be successful against enormous odds. Armed with a Bachelor of Science Brandon graduated from Towson University on a Monday and started his career with Morgan Stanley on a Tuesday. Brandon started in a class of 280 trainees at 2 World Trade Center in New York. After three weeks of training, he started his career in downtown Baltimore with a phone and a Criss Cross directory. After 3 years, 35 trainees remained and Brandon finished #1 in the class. He was National Sales Director award winner each of his first 3 years with Morgan.

About Oliver Wealth Management

Wealth Management with a Difference Accumulating wealth is only part of the equation, but that?s what most financial advisors focus on. So you're left to ride the ups and downs of the market without proper risk control. We believe you deserve better. That's why at Oliver Wealth Management, we apply financial science to all parts of your financial life. It starts with careful management of all the variables within your control. We include strategies for asset preservation and income distribution.

Qualifications CRD# 4290958
FirmCRD# 104510
Series 7, 9, 10, 24, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 12510 Prosperity Drive,
Suite 350,
Silver Spring,
Phone Number (301) 5639015

Joined Edelman Financial Engines in 2013. Began her career in the financial services industry in 2004. Earned the Chartered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Chemistry from Seton Hall University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 5398638
FirmCRD# 155334
Series 65

Compensation/Fee Fee Only, Based on Assets

Office Location 3 Bethesda Metro Center,
Suite 700,
Phone Number (202) 5034015

David has seven years of experience in the financial services industry. He grew up in Ellicott City, Maryland and traveled south to The Georgia Institute of Technology to earn a degree in engineering. As many STEM graduates do, David decided to apply his technical education to the field of finance and joined T. Rowe Price Group, Inc. in Baltimore to start his career in 2007. In 2011, he launched Middleton Advisory LLC and offered financial advisory services to the public. David has earned the CERTIFIED FINANCIAL PLANNER (TM) designation by taking coursework through New York University and passing a two day, ten hour exam. David also earned the Accredited Investment Fiduciary® designation by taking coursework though Stetson University and passing an exam. David is passionate about offering investment education to the public and providing holistic financial planning and investment management to qualified clients. He lives in Burtonsville, Maryland with his wife and son.

About Middleton Advisory

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs. After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.

List of Additional Financial Advisors in or around Severna Park, Maryland
Financial Advisor Office Location Phone Number
Richard C. Osman CFP®, CLU®, ChFC®, CASL®
Integrated Financial Partners
529 Benfield Road Suite 250,
Severna Park, MD  21146
(410) 647-6762
Michael Balakirsky MBA
LPL Financial
11755 Bragdon Wood,
Clarksville, MD  21029
(410) 528-8688
Michael Jacobs
Cardinal Wealth Management
7625 Wisconsin Ave, 2nd Floor,
Bethesda, MD  20814
(240) 477-1599

Information on Additional Financial Advisors in or around Severna Park, Maryland

Richard C. Osman CFP®, CLU®, ChFC®, CASL®

Integrated Financial Partners

Qualifications CRD# 2202368
Series 7, 66

Tel: (410) 6476762
529 Benfield Road Suite 250,
Severna Park,

Michael Balakirsky MBA

LPL Financial

Qualifications CRD# 4812251
FirmCRD# 6413
Series 7, 24, 66

Tel: (410) 5288688
11755 Bragdon Wood,

Michael Jacobs

Cardinal Wealth Management

Qualifications CRD# 2393907

Tel: (240) 4771599
7625 Wisconsin Ave, 2nd Floor,

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