Thad
Ismart
Baltimore-Washington Financial Advisors
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About this Advisor
Thad Ismart is a certified financial planner who works out of Columbia, Maryland with a total of 10 years of industry experience. Ismart is on the advisory team at Baltimore-Washington Financial Advisors. They have spent their entire employment at Baltimore-washington Financial Advisors. Ismart has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Maryland. Baltimore-Washington Financial Advisors is a financial advisory firm headquartered in Columbia, MD. It controls $1 billion in assets under management between its 3,616 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 3,616 client accounts, just 12% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees for financial advice typically are based on which service is provided. Fee types charged by Baltimore-Washington Financial Advisors likely are comprised of some 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
Thad Ismart Work History
Thad has been registered as a financial advisor for 10 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 Thad Ismart 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
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.
