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John Raymond Ciccarone

Wbh Advisory, Inc.

Baltimore, MD

CRD 2226416

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Employer firm

Wbh Advisory, Inc. CRD 105289

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Wbh Advisory, Inc.

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 1992-06-16
  • MD RA
    APPROVED
    Since 1992-06-16

Branch Locations

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 • 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
Wagner Capital Management Corp Baltimore MD 06/1992 Present
  • 06/1992 → Present
    Wagner Capital Management Corp
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-06-04
  • S65 Uniform Investment Adviser Law Examination
    1992-06-04
Other Names
  • John Ciccarone

View on SEC IAPD

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Nearby Investors

JOHN VINCENT REILLY
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Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

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