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Gregory Glen Heard

MARYLAND CAPITAL MANAGEMENT, LLC·TOWSON, Maryland
Unclaimed Profile
210 ALLEGHENY AVE, TOWSON, MD 21204CRD# 4849024Firm CRD# 133329
01

About

Gregory Glen Heard is a registered financial advisor based in TOWSON, Maryland, affiliated with MARYLAND CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARYLAND CAPITAL MANAGEMENT, LLC
MARYLAND CAPITAL MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MARYLAND CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4849024
Firm CRD# 133329
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Glen Heard offer?
Gregory Glen Heard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TOWSON, Maryland for a consultation.
What are Gregory Glen Heard's credentials?
Gregory Glen Heard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Glen Heard located?
Gregory Glen Heard is based in TOWSON, Maryland, working with MARYLAND CAPITAL MANAGEMENT, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Gregory Glen Heard charge for services?
Gregory Glen Heard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARYLAND CAPITAL MANAGEMENT, LLC?
MARYLAND CAPITAL MANAGEMENT, LLC has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARYLAND CAPITAL MANAGEMENT, LLC

Shandy Carroll Pumphrey
BALTIMORE, MD
Frederick Abels Allner
BALTIMORE, MD
Jeffrey Larkin Caples
TOWSON, MD
Lenee Beth Dirzuweit
TOWSON, MD
Nicholas N. Petrelli
TOWSON, MD
Stephen Bruce Schuler
BALTIMORE, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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