Blake
Walter

Sc&H Wealth

CRD#7282148
Investment Advisor
in Sparks Glencoe, MD

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About this Advisor

Blake Walter is a financial advisor based in Sparks Glencoe, Maryland, working with Sc&H Wealth. Blake has previously held positions at Zach Armiger Insurance Agency, Northwestern Mutual, Stanley Black And Decker, Sc&H Group, Rich Group LLC, University Of Maryland, College Park, State Farm Vp Management Corp, Hereford High School, and Sc&H Financial Advisors, Inc. Blake has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Blake is part of Sc&H Wealth, which operates out of Sparks Glencoe, Maryland. The firm has 4 offices and 31 employees. The firm manages assets totaling $908.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sc&H Wealth includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

910 Ridgebrook Road
Sparks Glencoe, MD 21152-9390

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Sc&H Wealth Brokerage Details

Total Assets Under Management

$908,923,478

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

31

MD Average: 45
Total Number of Accounts

1,760

MD Average: 765
Average Account Size

$516,434

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Blake Walter Work History

2022 - Present (2 years)

Sc&H Financial Advisors, Inc

2021 - 2021 (< 1 year)

Zach Armiger Insurance Agency

2021 - 2021 (< 1 year)

State Farm Vp Management Corp

2020 - 2020 (< 1 year)

Northwestern Mutual

2019 - 2019 (< 1 year)

Stanley Black And Decker

2019 - 2019 (< 1 year)

Sc&H Group

2019 - 2021 (2 years)

Rich Group LLC

2018 - 2018 (< 1 year)

Stanley Black And Decker

2018 - 2022 (4 years)

University Of Maryland, College Park

2014 - 2018 (4 years)

Hereford High School

Disclosures

Please visit the SEC profile of Blake Walter 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 Sc&H Wealth

Blake Walter
Sparks Glencoe, MD
Caitlin Garner
Sparks Glencoe, MD
Hope Fribush
Sparks Glencoe, MD
Samuel Heroux
Sparks Glencoe, MD
James Francis
Sparks Glencoe, MD
William Krueger
Sparks Glencoe, MD
Shane Cavanaugh
Sparks Glencoe, MD
Jerrin Toomey
Sparks Glencoe, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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