Lindsay
Dryden

Black Diamond Financial, LLC

CRD#3114622
Investment Advisor
in Towson, MD

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About this Advisor

Lindsay Dryden is a financial advisor based in Towson, Maryland, working with Black Diamond Financial, LLC. Lindsay has previously held positions at Black Diamond Financial, LLC, Capitol Investment Corp, Mountain Top I, LLC, Lindblad Expeditions Holdings, Cision LTD, Cds Logistics, Washington E-Sports Ventures, and Nesco Holdings. Lindsay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Lindsay is part of Black Diamond Financial, LLC, which operates out of Towson, Maryland. The firm has 1 office and 13 employees. The firm manages assets totaling $701.4 million and 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Black Diamond Financial, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

305 W Pennsylvania Ave
Towson, MD 21204

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Black Diamond Financial, LLC Brokerage Details

Total Assets Under Management

$701,427,211

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

13

MD Average: 45
Total Number of Accounts

274

MD Average: 765
Average Account Size

$2,559,953

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Lindsay Dryden Work History

2021 - Present (3 years)

Mountain Top I, LLC

2018 - Present (6 years)

Washington E-Sports Ventures

2015 - Present (9 years)

Lindblad Expeditions Holdings

2013 - Present (11 years)

Black Diamond Financial, LLC

2009 - Present (15 years)

Cds Logistics

2020 - 2021 (1 year)

Nesco Holdings

2017 - 2020 (3 years)

Cision LTD

2013 - 2021 (8 years)

Capitol Investment Corp

Disclosures

Please visit the SEC profile of Lindsay Dryden 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 Black Diamond Financial, LLC

Julia Ullrich
Towson, MD
David Zinreich
Towson, MD
Brigitte Strobl
Towson, MD
Alexander Roesner
Towson, MD
Robert Tobin
Towson, MD
Lindsay Dryden
Towson, MD
Derek Holdredge
Towson, MD
Julien Blancon
Towson, 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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