Unclaimed Profile

Amy Fernicola Cox

MARYLAND FINANCIAL GROUP, INC.·ROCKVILLE, Maryland

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record24 years registeredMARYLAND FINANCIAL GROUP, INC.

2600 TOWER OAKS BOULEVARD, ROCKVILLE, MD 20852CRD# 3037484Firm CRD# 122320

Profile Verification

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

Identity

Amy Fernicola Cox · ROCKVILLE, MD

Registration

CRD #3037484 · MARYLAND FINANCIAL GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARYLAND FINANCIAL GROUP, INC.

MARYLAND FINANCIAL GROUP, INC.

Dec 2006 – Jul 2025

ROCKVILLE, MD

FINANCIAL CONCEPTS UNLIMITED, INC.

Jul 2003 – Feb 2007

ROCKVILLE, MD

CITICORP INVESTMENT SERVICES

Jun 2002 – Apr 2003

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · June 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARYLAND FINANCIAL GROUP, INC.

CRD 122320 · SEC 801-99348

AUM

$1.1B

Regulatory assets under management

Employees

3,859 client accounts

Services offered by MARYLAND FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARYLAND FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Fernicola Cox offer?

Amy Fernicola Cox specializes in Financial Planning, Investment Management.

What are Amy Fernicola Cox's credentials?

Amy Fernicola Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Fernicola Cox located?

Amy Fernicola Cox is based in ROCKVILLE, Maryland, last registered with MARYLAND FINANCIAL GROUP, INC..

How does Amy Fernicola Cox charge for services?

Amy Fernicola Cox'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 MARYLAND FINANCIAL GROUP, INC.?

MARYLAND FINANCIAL GROUP, INC. has approximately 40 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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