Unclaimed Profile

Lenee Beth Dirzuweit

MARYLAND CAPITAL MANAGEMENT, LLC·TOWSON, Maryland

SIE, Series 4, Series 6, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65Clean record23 years registeredMARYLAND CAPITAL MANAGEMENT, LLC

210 ALLEGHENY AVE, TOWSON, MD 21204CRD# 2480492Firm CRD# 133329

Profile Verification

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

Identity

Lenee Beth Dirzuweit · TOWSON, MD

Registration

CRD #2480492 · MARYLAND CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Dec 2024 – present

T. ROWE PRICE ADVISORY SERVICES, INC.

Jun 2023 – Nov 2024

Owings Mills, MD

CERITY PARTNERS LLC

Jan 2023 – Jun 2023

TOWSON, MD

MARYLAND CAPITAL MANAGEMENT, LLC

Aug 2021 – Mar 2023

TOWSON, MD

RBC CAPITAL MARKETS, LLC

Mar 2009 – Apr 2020

BALTIMORE, MD

FERRIS, BAKER WATTS, LLC

Jul 2006 – Mar 2009

BALTIMORE, MD

CITIGROUP GLOBAL MARKETS INC.

Feb 2006 – Jul 2006

BALTIMORE, MD

LEGG MASON WOOD WALKER INC

Aug 2004 – Feb 2006

BALTIMORE, MD

M&T SECURITIES, INC.

Aug 2003 – Jul 2004

BUFFALO, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · August 5, 2003

Years registered · 23

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 Lenee Beth Dirzuweit offer?

Lenee Beth Dirzuweit specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TOWSON, Maryland for a consultation.

What are Lenee Beth Dirzuweit's credentials?

Lenee Beth Dirzuweit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lenee Beth Dirzuweit located?

Lenee Beth Dirzuweit 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 Lenee Beth Dirzuweit charge for services?

Lenee Beth Dirzuweit'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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