Unclaimed Profile

Gregory Glen Heard

MARYLAND CAPITAL MANAGEMENT, LLC·TOWSON, Maryland

Series 65Clean record21 years registeredMARYLAND CAPITAL MANAGEMENT, LLC

210 ALLEGHENY AVE, TOWSON, MD 21204CRD# 4849024Firm CRD# 133329

Profile Verification

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

Identity

Gregory Glen Heard · TOWSON, MD

Registration

CRD #4849024 · MARYLAND CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Jan 2023 – present

MARYLAND CAPITAL MANAGEMENT, LLC

Jan 2005 – Mar 2023

TOWSON, MD

MARYLAND CAPITAL MANAGEMENT INC

Aug 2004 – Nov 2004

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARYLAND CAPITAL MANAGEMENT, LLC

CRD 133329 · SEC 801-63649

AUM

$2.5B

Regulatory assets under management

Employees

2,679 client accounts

Services offered by MARYLAND CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARYLAND CAPITAL MANAGEMENT, LLC →

Introduction

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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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