Brian John Grumbach

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 06/2017
  Hightower Advisors, Llc
  Hunt Valley, MD
• 02/2012 → 06/2017
  Hightower Securities, Llc
  Hunt Valley, MD
• 06/2017 → Present
  Verdence Capital Advisors, Llc
  Hunt Valley, MD

Previous Registrations

• 2012-02-17 → 2017-06-30
  Hightower Advisors, Llc
  Sparks, MD
  Hunt Valley, MD
• 2002-10-28 → 2012-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Timonium, MD
  Hunt Valley, MD

Other Businesses

Hunt Valley Partners. Investment Related. 50 Schilling Rd, Ste 300, Hunt Valley, MD 21031. Investment Partnership. Partner. 08/2014. 1 Hr/Mo; 0 During Trading Hours. Strictly an Investor Only. For personal investment purposes only.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-24

Designations

• Certified Financial Planner

Other Names

• Brian J Grumbach