Brendon
Worst

Cedar Spring Advisors, LLC

CRD#7407201
Investment Advisor
in Ellicott City, MD

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About this Advisor

Brendon Worst is a financial advisor working in Ellicott City, Maryland with 1 year of relevant experience. Worst currently works for Cedar Spring Advisors, LLC. Throughout their career, Worst has worked at Cedar Spring Advisors, LLC, Northrop Grumman, Freshly, Inc and Mccormick & Company, Inc. Worst has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Maryland and Pennsylvania. Cedar Spring Advisors, LLC is a registered investment business with a branch in Ellicott City, Maryland. The firm has offices in two locations and just four people on staff. It oversees $101 million in total assets among its 601 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 601 customer accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in investable assets. Cedar Spring Advisors, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the type of financial services. Fees charged by Cedar Spring Advisors, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

Office Location

Ellicott City, MD

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Cedar Spring Advisors, LLC Brokerage Details

Total Assets Under Management

$100,783,947

Total Number of Employees

4

Total Number of Accounts

601

Average Account Size

$167,694

Investment Advisory Services

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

Brendon Worst Work History

Brendon has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Cedar Spring Advisors, LLC

2019 - Present (5 years)

Northrop Grumman

2017 - 2019 (2 years)

Freshly, Inc

2011 - 2017 (6 years)

Mccormick & Company, Inc

*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 Brendon Worst 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 Cedar Spring Advisors, LLC

Brendon Worst
Ellicott City, MD
Justin Mcmaster
Lancaster, PA
Michelle Fletcher
Lancaster, PA
Robert Rago
Lancaster, PA

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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