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 out of Towson, Maryland. Dryden works at Black Diamond Financial, LLC. Their career trajectory has included roles at Lindblad Expeditions Holdings, Cision LTD, Cds Logistics, Washington E-Sports Ventures, Nesco Holdings, Black Diamond Financial, LLC, Capitol Investment Corp and Mountain Top I, LLC. Dryden maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Black Diamond Financial, LLC is a business based out of Towson, MD. It has a total of nine financial advisors. It handles $546 million in assets under management between its 801 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 801 customer accounts, 48% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically are based on which services are provided. However, fees billed by Black Diamond Financial, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

$545,885,247

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

9

MD Average: 45
Total Number of Accounts

801

MD Average: 765
Average Account Size

$681,505

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Lindsay Dryden Work History

Lindsay has been registered as a financial advisor for 0 years.*

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

*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 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

Brigitte Strobl
Towson, MD
Alexander Roesner
Towson, MD
Lindsay Dryden
Towson, MD
Derek Holdredge
Towson, MD
Julien Blancon
Towson, MD
Matthew Goette
Towson, MD
David Zinreich
Towson, MD
Paul Svendsen
Towson, 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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