Madeline
Mcivor

Facet

CRD#6152205
Investment Advisor
in Baltimore, MD

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About this Advisor

Madeline Mcivor is a certified financial planner based in Baltimore, Maryland, with a total of 2 years of relevant experience. Mcivor works at Facet. Throughout their career, they have worked at Bill Few Associates, Bill Few Securities, Inc, Carnegie Mellon University, Truewealth, Cahaba Wealth Management, Pure Barre and Facet Wealth. Mcivor holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Facet is an advisory firm that has its headquarters in Baltimore, MD. It controls $2 billion in assets under management across its 18,571 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 18,571 client accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which service is offered. However, fee types billed by Facet typically consist of fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

100 International Drive 23Rd Floor
Baltimore, MD 21202

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Facet Brokerage Details

Total Assets Under Management

$1,654,740,781

MD Average: $6,889,882,315
Total Number of Employees

275

MD Average: 45
Total Number of Accounts

18,571

MD Average: 765
Average Account Size

$89,103

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Madeline Mcivor Work History

Madeline has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Pure Barre

2020 - Present (4 years)

Facet Wealth

2017 - 2020 (3 years)

Cahaba Wealth Management

2015 - 2017 (2 years)

Truewealth

2013 - 2014 (1 year)

Bill Few Associates

2013 - 2014 (1 year)

Bill Few Securities, Inc

2013 - 2014 (1 year)

Carnegie Mellon University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Madeline Mcivor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Facet

Brian Wagnon
Baltimore, MD
Sabrina Lee
Baltimore, MD
Alex Mcdonald
Wrightsville Beach, NC
Madeline Mcivor
Baltimore, MD
Carlos Ruiz
Baltimore, MD
Christopher Kadowaki
Lafayette, CO
Patrick Elliott
Baltimore, MD
Patrick Daniels
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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