AdvisorOS Directory
Claim Profile
Unclaimed Profile
BR

Brett David Rogers

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC·BALTIMORE, Maryland
SIE, Series 7, Series 14, Series 24, Series 99TOClean recordBROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
901 SOUTH BOND STREET, BALTIMORE, MD 21231CRD# 4641164Firm CRD# 124612

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett David Rogers · BALTIMORE, MD
Registration
CRD #4641164 · BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
CRD 124612 · SEC 801-61732
AUM
$7.3B
Regulatory assets under management
Employees
26
360 client accounts
Services offered by BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC →
Introduction

Speak with Brett

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brett is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BALTIMORE?

Browse all registered financial advisors in BALTIMORE, Maryland or claim this profile if it's yours.

Browse BALTIMORE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Brett David Rogers offer?
Brett David Rogers specializes in Investment Management, Retirement Planning. Contact their office in BALTIMORE, Maryland for a consultation.
What are Brett David Rogers's credentials?
Brett David Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett David Rogers located?
Brett David Rogers is based in BALTIMORE, Maryland, working with BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Brett David Rogers charge for services?
Brett David Rogers's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC?
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC has approximately 26 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

William Obrien White
BALTIMORE, MD
Shannon Marie Pierce
BALTIMORE, MD

More Advisors in BALTIMORE, Maryland

Christopher John Hufman
FACET WEALTH, INC·BALTIMORE, MD
Myron David Howie
CASI INSTITUTIONAL CONSULTING, INC.·BALTIMORE, MD
Martin Barry Strudwick
STRUDWICK & ASSOCIATES INC·BALTIMORE, MD
Jeffrey Ryan Cooke
BRIGHTSIDE ADVISORY PARTNERS, LLC·BALTIMORE, MD
Thomas Francis O'neil
D.F. DENT AND COMPANY, INC.·BALTIMORE, MD
Darshan Bhupendra Patel
FACET WEALTH, INC·BALTIMORE, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)SILVER SPRING (18)
City Guides
BETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON GuideANNAPOLIS Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile