Edward
Karppi
Verdence Capital Advisors, LLC
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About this Advisor
Edward Karppi is a chartered financial analyst operating in Alexandria, Virginia, who has 1 year of relevant experience. Karppi works at Verdence Capital Advisors, LLC. Over the course of their career, they have held roles at Strategent Financial, LLC, American Red Cross, Mangham Associates, Inc and Verdence Capital Advisors, LLC. Karppi is approved to operate in Virginia. Verdence Capital Advisors, LLC is an advisory firm headquartered in Hunt Valley, MD. It has offices in three locations and a total of 40 advisors. It handles $3 billion in total assets between its 5,301 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 5,301 accounts, 32% are held by high-net-worth clients who have more than $1 million in assets. Verdence Capital Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management usually are based on which services the firm provides the client. Fees charged by Verdence Capital Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verdence Capital Advisors, LLC Brokerage Details
$2,735,788,731
40
5,301
$516,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Edward Karppi Work History
Edward has been registered as a financial advisor for 1 years.*
Verdence Capital Advisors, LLC
Mangham Associates, Inc
Strategent Financial, LLC
American Red Cross
*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 Edward Karppi 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 Verdence Capital Advisors, LLC
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, 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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