Michelle
Wagner
Facet
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About this Advisor
Michelle Wagner is a financial advisor based in Baltimore, Maryland, working with Facet. Michelle has previously held positions at Cassaday & Company, Inc, Sullivan, Bruyette, Speros & Blayney, LLC, Facet Wealth, and Na. Michelle has passed the Series 66 regulatory exam and is registered to provide services in California, Nevada, North Carolina, and Texas. Currently, Michelle is part of Facet, which operates out of Baltimore, Maryland. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$2,544,660,518
234
24,977
$101,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michelle Wagner Work History
Facet Wealth
Facet Wealth
Sullivan, Bruyette, Speros & Blayney, LLC
Cassaday & Company, Inc
Na
Disclosures
Please visit the SEC profile of Michelle Wagner 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 Facet
Baltimore, MD
Baltimore, MD
Baltimore, MD
Moseley, VA
Baltimore, MD
Brooklyn, NY
Baltimore, MD
Baltimore, MD
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