Rita Abel

Employer firm

Abel Financial Management Co. CRD 121558

$117M regulatory AUM 16 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Abel Financial Management Co.

Eldersburg, MD • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APP_PEND_IARCE	2026-01-01

MD RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Eldersburg, 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

Organization	City	State	From	To
Rita Abel, Cpa	Baltimore	MD	05/1991	Present
Abel Financial Management, Co.	Towson	MD	01/1994	Present

05/1991 → Present

Rita Abel, Cpa

Baltimore, MD
01/1994 → Present

Abel Financial Management, Co.

Towson, MD

Other Businesses

TRUSTEE FOR A CLIENT ON A ILIT (INSURANCE TRUST); ABEL FINANCIAL MANAGEMENT CO.- RIA IN THE STATE OF MD. OPERATING AS AN S CORP.; RITA ABEL, CPA, P.A.- S CORP. PUBLIC ACCOUNTING FIRM. MEMBER: AICPA AND MACPA; CARE FIRST BC/BS FIXED INSURANCE;

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-01-06

S63 Uniform Securities Agent State Law Examination

1994-01-06

Designations

Certified Financial Planner
Personal Financial Specialist

Other Names

Margarita Pertman

View on SEC IAPD