Unclaimed Profile

Dorothy Marie Schmitt

INVESTMENT RESOURCE GROUP LTD·TIMONIUM, Maryland

SIE, Series 7, Series 24, Series 63Clean record35 years registeredINVESTMENT RESOURCE GROUP LTD

9690 DEERECO ROAD, TIMONIUM, MD 21093CRD# 1314994Firm CRD# 104675

Profile Verification

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

Identity

Dorothy Marie Schmitt · TIMONIUM, MD

Registration

CRD #1314994 · INVESTMENT RESOURCE GROUP LTD · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INVESTMENT RESOURCE GROUP LTD

CHESAPEAKE FINANCIAL ADVISORS

Jun 2017 – Jul 2018

TOWSON, MD

INVESTMENT RESOURCE GROUP LTD

Nov 1990 – Dec 2017

TIMONIUM, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · November 15, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT RESOURCE GROUP LTD

CRD 104675 · SEC 801-30823

AUM

$46M

Regulatory assets under management

Employees

281 client accounts

Services offered by INVESTMENT RESOURCE GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT RESOURCE GROUP LTD →

Introduction

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Frequently Asked Questions

What services does Dorothy Marie Schmitt offer?

Dorothy Marie Schmitt specializes in Financial Planning, Investment Management.

What are Dorothy Marie Schmitt's credentials?

Dorothy Marie Schmitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dorothy Marie Schmitt located?

Dorothy Marie Schmitt is based in TIMONIUM, Maryland, last registered with INVESTMENT RESOURCE GROUP LTD.

How does Dorothy Marie Schmitt charge for services?

Dorothy Marie Schmitt'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 INVESTMENT RESOURCE GROUP LTD?

INVESTMENT RESOURCE GROUP LTD has approximately 1 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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