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Robert Warren Cassel

BALTIMORE WASHINGTON FINANCIAL ADVISORS INC·COLUMBIA, Maryland
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
5950 SYMPHONY WOODS ROAD, COLUMBIA, MD 21044CRD# 2469447Firm CRD# 104625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Warren Cassel · COLUMBIA, MD
Registration
CRD #2469447 · BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Robert Warren Cassel 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
Introduction

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03

Firm Overview

Firm
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
AUM
$277M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BALTIMORE WASHINGTON FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
Regulatory
SEC/IARD CRD# 2469447
Firm CRD# 104625
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Warren Cassel offer?
Robert Warren Cassel specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.
What are Robert Warren Cassel's credentials?
Robert Warren Cassel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Warren Cassel located?
Robert Warren Cassel 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 Warren Cassel charge for services?
Robert Warren Cassel'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 11 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

Robert Lee George Williams
COLUMBIA, MD
Richard Saxon Birdsong
COLUMBIA, MD

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