Unclaimed Profile

Joseph U Manfredi

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.·COLUMBIA, Maryland

SIE, Series 3, Series 5, Series 7, Series 8, Series 15, Series 63, Series 65, Series 66Clean record19 years registeredBALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

5950 SYMPHONY WOODS RD., COLUMBIA, MD 21044CRD# 1882511Firm CRD# 159388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph U Manfredi · COLUMBIA, MD

Registration

CRD #1882511 · BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Jun 2015 – present

WELLS FARGO ADVISORS, LLC

Aug 2009 – May 2015

RICHMOND, VA

UBS FINANCIAL SERVICES INC.

Sep 2006 – Aug 2009

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 8

Series 15

Series 63

Series 65

Series 66

Registration record

First registered · September 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

CRD 159388 · SEC 801-76893

AUM

$1.9B

Regulatory assets under management

Employees

3,822 client accounts

Services offered by BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph U Manfredi offer?

Joseph U Manfredi specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Joseph U Manfredi's credentials?

Joseph U Manfredi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph U Manfredi located?

Joseph U Manfredi is based in COLUMBIA, Maryland, working with BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Joseph U Manfredi charge for services?

Joseph U Manfredi's firm is compensated through percentage of aum, other: flat project fees for retirement & estate planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.?

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. has approximately 28 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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