Unclaimed Profile

Joseph U Manfredi

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

Clean recordBALTIMORE-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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph U Manfredi is a registered financial advisor based in COLUMBIA, Maryland, affiliated with BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Other: FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING

Regulatory

SEC/IARD CRD# 1882511

Firm CRD# 159388

View on FINRA BrokerCheck →

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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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