Wayne
Ferbert

Alpha Dna Investment Management

CRD#4520127
Investment Advisor
in Columbia, MD

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About this Advisor

Wayne Ferbert is a financial advisor based in Columbia, Maryland, working with Alpha Dna Investment Management. Wayne has previously held positions at Zega Financial, LLC and Alpha Dna Investment Management. Wayne has passed the Series 65 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Wayne is part of Alpha Dna Investment Management, which operates out of Columbia, Maryland. The firm has 1 office and 4 employees. The firm manages assets totaling $192.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for institutional clients and other services. The fee structure at Alpha Dna Investment Management includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

8860 Columbia 100 Parkway Suite 301
Columbia, MD 21045

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Alpha Dna Investment Management Brokerage Details

Total Assets Under Management

$192,756,106

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

4

MD Average: 45
Total Number of Accounts

1,038

MD Average: 765
Average Account Size

$185,700

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Wayne Ferbert Work History

2017 - Present (7 years)

Alpha Dna Investment Management

2017 - 2020 (3 years)

Zega Financial, LLC

2011 - 2017 (6 years)

Zega Financial, LLC

Disclosures

Please visit the SEC profile of Wayne Ferbert 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 Alpha Dna Investment Management

Roderick Fertig
Columbia, MD
Wayne Ferbert
Columbia, 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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