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BALTIMORE-WASHINGTON FINANCIAL ADVISORS

COLUMBIA, MD · CRD 159388 · IAPD ↗ · 410-461-3900

$2.99BRegulatory AUM
13Advisory reps
36Employees
0Clients
251-500Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — BALTIMORE-WASHINGTON FINANCIAL ADVISORS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
December 2024 — BALTIMORE-WASHINGTON FINANCIAL ADVISORS notice-filed in MA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — BALTIMORE-WASHINGTON FINANCIAL ADVISORS notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.