Joseph
Depatie
Baltimore-Washington Financial Advisors
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About this Advisor
Joseph Depatie is a financial advisor based in Columbia, Maryland, working with Baltimore-Washington Financial Advisors. Joseph has previously held positions at Diastole Wealth Management, Baltimore-Washington Financial Advisors, Inc, and Baltimore-Washington Financial Advisors. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Joseph is part of Baltimore-Washington Financial Advisors, which operates out of Columbia, Maryland. The firm has 28 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Baltimore-Washington Financial Advisors includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baltimore-Washington Financial Advisors Brokerage Details
$1,941,650,304
28
3,822
$508,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Joseph Depatie Work History
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors, Inc
Diastole Wealth Management
Disclosures
Please visit the SEC profile of Joseph Depatie 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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