Joseph
Caputo
Baltimore-Washington Financial Advisors
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About this Advisor
Joseph Caputo is a certified financial planner working in Columbia, Maryland with a total of 11 years of relevant experience. Caputo works at Baltimore-Washington Financial Advisors. They have been with Baltimore-washington Financial Advisors for the entirety of their career. Caputo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Maryland and Texas. Baltimore-Washington Financial Advisors is an advisory firm that has its headquarters in Columbia, MD. It handles $1 billion in assets under management between its 3,616 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to two charitable organizations. Of its 3,616 client accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets. Baltimore-Washington Financial Advisors offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Financial management fee schedules usually depend on the services. Fee types billed by Baltimore-Washington Financial Advisors most likely include any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baltimore-Washington Financial Advisors Brokerage Details
$1,442,581,488
22
3,616
$398,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Joseph Caputo Work History
Joseph has been registered as a financial advisor for 11 years.*
Baltimore-Washington Financial Advisors, 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 Joseph Caputo 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 Baltimore-Washington Financial Advisors
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
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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.
