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Robert G Carpenter

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.·COLUMBIA, Maryland
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5950 SYMPHONY WOODS RD., COLUMBIA, MD 21044CRD# 1992563Firm CRD# 159388
01

About

Robert G Carpenter 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.

02

Focus Areas

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

Firm Overview

Firm
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
AUM
$1.9B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Other: FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
Regulatory
SEC/IARD CRD# 1992563
Firm CRD# 159388
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert G Carpenter offer?
Robert G Carpenter specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.
What are Robert G Carpenter's credentials?
Robert G Carpenter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert G Carpenter located?
Robert G Carpenter 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 Robert G Carpenter charge for services?
Robert G Carpenter'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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Robert Walter Neighoff — CICERO CAPITAL PARTNERS, LLCThomas William Cullen — JPB PARTNERS, LLCMatthew Keith Buckley — JPB PARTNERS, LLCWayne Patrick Ferbert — ALPHA DNA INVESTMENT MANAGEMENT LLCRobert Lee George Williams — BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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