Glen
Lambinicio

Brown Advisory

CRD#2856821
Investment Advisor
in Bethesda, MD

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About this Advisor

Glen Lambinicio is a financial advisor working out of Bethesda, Maryland who has 24 years of relevant experience. Lambinicio is an advisor for Brown Advisory. They have worked at Brown Advisory for the entirety of their career. Lambinicio has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in District Of Columbia, Maryland and Virginia. Brown Advisory is a financial advisory business headquartered in Baltimore, MD. The company has offices in 14 locations and a total of 629 advisors. It oversees $98 billion in assets under management between its 22,302 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 400 charities and foundations. Of its 22,302 customer accounts, 40% are held by high-net-worth clients who have more than $1 million in assets. The business offers a number of services, such as 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. Fees charged by financial advisors typically vary depending on the type of services. However, fees billed by Brown Advisory likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

24 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

7475 Wisconsin Avenue Suite 800
Bethesda, MD 20814

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Brown Advisory Brokerage Details

Total Assets Under Management

$98,298,071,437

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

629

MD Average: 45
Total Number of Accounts

22,302

MD Average: 765
Average Account Size

$4,407,590

MD Average: $9,006,382

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

Glen Lambinicio Work History

Glen has been registered as a financial advisor for 24 years.*

1997 - Present (27 years)

#Ia Beaty Haynes & Patterson, 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 Glen Lambinicio 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

Meredith Etherington
Corte Madera, CA
Edward Tune
Baltimore, MD
Jeffrey Keady
Boston, MA
Alexander Starr
Chevy Chase, DC
Effimia Karides
Austin, TX
Erika Pagel
Baltimore, MD
Erik Cohen
Austin, TX
Megan Schaefer-Curran
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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