AdvisorOS Directory
Claim Profile
CR

Charles Michael Roame

FACET WEALTH, INC·BALTIMORE, Maryland
Unclaimed Profile
400 EAST PRATT STREET, BALTIMORE, MD 21202CRD# 2125256Firm CRD# 285961
01

About

Charles Michael Roame is a registered financial advisor based in BALTIMORE, Maryland, affiliated with FACET WEALTH, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FACET WEALTH, INC
FACET
AUM
$3.5B
Regulatory assets under management
Employees
191
Total firm employees
View all advisors at FACET WEALTH, INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 2125256
Firm CRD# 285961
No disclosures on file
View on FINRA BrokerCheck →

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Michael Roame offer?
Charles Michael Roame specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Charles Michael Roame's credentials?
Charles Michael Roame is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Michael Roame located?
Charles Michael Roame is based in BALTIMORE, Maryland, working with FACET WEALTH, INC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Charles Michael Roame charge for services?
Charles Michael Roame's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FACET WEALTH, INC?
FACET WEALTH, INC has approximately 191 employees and manages $3.5B 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 in BALTIMORE
Michael Chih-Hao Chien — EQUITYCOMPASS INVESTMENT MANAGEMENT, LLCMark Steven Anderson — ABS CAPITAL PARTNERS, INC.Stephanie Deleeuw Manuel — ABS CAPITAL PARTNERS, INC.Frederic Grant Emry — ABS CAPITAL PARTNERS, INC.Frederic Alan Escherich — ADAMS DIVERSIFIED EQUITY FUND, INC.
Nearby cities in Maryland
BETHESDA (414)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile