David
Powell
Brown Advisory
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About this Advisor
David Powell is a chartered financial analyst based in Baltimore, Maryland with a total of 11 years of relevant experience. Powell is an employee of Brown Advisory. They have spent their entire time as a financial advisor at Brown Advisory. Powell holds a Series 63 license, certifying them as a securities agent, and is approved to work in Delaware, District Of Columbia, Maryland, Massachusetts and North Carolina. Brown Advisory is a registered investment firm that has its headquarters in Baltimore, MD. The investment advisory business has offices in 14 locations and a total of 629 employees. It manages $98 billion in assets across its 22,302 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 400 charities and foundations. Of its 22,302 accounts, 40% are held by high-net-worth clients who have at least $1 million in assets available to invest. Brown Advisory performs a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees typically are based on which services the firm provides the client. Fee types charged by Brown Advisory can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brown Advisory Brokerage Details
$98,298,071,437
629
22,302
$4,407,590
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Powell Work History
David has been registered as a financial advisor for 11 years.*
Brown Investment Advisory & Trust Company
*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 David Powell 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 Brown Advisory
Baltimore, MD
Boston, MA
Corte Madera, CA
Baltimore, MD
Baltimore, MD
Austin, TX
Chevy Chase, DC
Austin, TX
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