Unclaimed Profile

Stephen Lloyd Thacker

VERDENCE CAPITAL ADVISORS, LLC·HUNT VALLEY, Maryland

Series 7, Series 31, Series 63, Series 65Clean record33 years registeredVERDENCE CAPITAL ADVISORS, LLC

50 SCHILLING ROAD, HUNT VALLEY, MD 21031CRD# 2230751Firm CRD# 288512

Profile Verification

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

Identity

Stephen Lloyd Thacker · HUNT VALLEY, MD

Registration

CRD #2230751 · VERDENCE CAPITAL ADVISORS, LLC · 33 years registered

Brand Profile

Not yet started

Career History

VERDENCE CAPITAL ADVISORS, LLC

Nov 2019 – present

STANFORD CAPITAL MANAGEMENT, LLC

Nov 2008 – Apr 2009

BALTIMORE, MD

CITIGROUP GLOBAL MARKETS INC.

Apr 1993 – Dec 2008

LUTHERVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 23, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERDENCE CAPITAL ADVISORS, LLC

CRD 288512 · SEC 801-110722

AUM

$3.3B

Regulatory assets under management

Employees

6,146 client accounts

Services offered by VERDENCE CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERDENCE CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Lloyd Thacker offer?

Stephen Lloyd Thacker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Stephen Lloyd Thacker's credentials?

Stephen Lloyd Thacker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Lloyd Thacker located?

Stephen Lloyd Thacker is based in HUNT VALLEY, Maryland, working with VERDENCE CAPITAL ADVISORS, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Stephen Lloyd Thacker charge for services?

Stephen Lloyd Thacker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERDENCE CAPITAL ADVISORS, LLC?

VERDENCE CAPITAL ADVISORS, LLC has approximately 47 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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