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Thad Ismart
from Baltimore-washington Financial Advisors
Thad Ismart is a financial advisor based in Maryland, Columbia,
with 19 years of experience. Thad currently works for
Baltimore-washington Financial Advisors.
Thad maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Thad Ismart works at Baltimore-washington Financial Advisors
Baltimore-washington Financial Advisors is a financial advisory firm based in Columbia, Maryland. It currently has approximately $1,518,046,827 of assets under management and employs about 22 people. Baltimore-washington Financial Advisors uses a fee structure of a percentage of assets under your management and flat project fees for retirement & estate planning.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and flat project fees for retirement & estate planning
Office location
5950 Symphony Woods Rd., Suite 600, Columbia, Maryland, 21044
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