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Charles B Bender

Financial Consulate

Hunt Valley, MD

Gettysburg, PA

Lancaster, PA

CRD 5835396

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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
MD RA APPROVED 2011-03-30
PA RA APPROVED 2011-03-30
  • MD RA
    APPROVED
    Since 2011-03-30
  • PA RA
    APPROVED
    Since 2011-03-30

Branch Locations

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

1302 Proline Place, Gettysburg, PA 17325 • United States

Lancaster, PA • 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 Hunt Valley MD 05/2006 Present
  • 05/2006 → Present
    The Financial Consulate
    Hunt Valley, MD
Designations
  • Certified Financial Planner
Other Names
  • Chuck Bender
  • Charles Bender

View on SEC IAPD

Nearby Firms

BAY HARBOR WEALTH MANAGEMENT, LLC
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Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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