David
Hart

Maryland Financial Group, Inc

CRD#4340095
Investment Advisor
in Rockville, MD

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About this Advisor

David Hart is a financial advisor based in Rockville, Maryland, working with Maryland Financial Group, Inc. David has previously held positions at Lpl Financial, LLC and Maryland Financial Group, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, David is part of Maryland Financial Group, Inc, which operates out of Rockville, Maryland. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2600 Tower Oaks Boulevard Suite 220
Rockville, MD 20852

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Maryland Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,112,399,451

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

40

MD Average: 45
Total Number of Accounts

3,859

MD Average: 765
Average Account Size

$288,261

MD Average: $9,006,382

Investment Advisory Services

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

David Hart Work History

2019 - Present (6 years)

Maryland Financial Group, Inc

2011 - Present (14 years)

Lpl Financial, LLC

2011 - 2020 (9 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Hart 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 Maryland Financial Group, Inc

Trent Derrick
Mount Pleasant, SC
Thomas Trela
Lutherville Timonium, MD
David Mandell
Mount Pleasant, SC
Thomas Brophy
Mount Pleasant, SC
Martin Sullens
Marietta, GA
Morgan Crawford
Mount Pleasant, SC
Thomas Bonorden
Rockville, MD
Eric Cox
Rockville, 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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