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Graham Pierce Ewing

Financial Consulate

Hunt Valley, MD

Gettysburg, PA

Lutherville, MD

CRD 5990266

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Employer firm

Financial Consulate CRD 106898

$1.10B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Financial Consulate

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-18
MD RA APPROVED 2015-02-11
PA RA APPROVED 2015-02-11
  • TX RA
    APPROVED
    Since 2023-08-18
  • MD RA
    APPROVED
    Since 2015-02-11
  • PA RA
    APPROVED
    Since 2015-02-11

Branch Locations

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States

1302 Proline Place, Gettysburg, PA 17325 • United States

Lutherville, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Financial Consulate Inc. Hunt Valley MD 01/2015 Present
  • 01/2015 → Present
    The Financial Consulate Inc.
    Hunt Valley, MD
Designations
  • Certified Financial Planner

View on SEC IAPD

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