Inactive

Alec Christopher Sunners

Financial Consulate

Hunt Valley, MD

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Current Employers

Financial Consulate

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-18
MD	RA	APPROVED	2022-05-24
PA	RA	APPROVED	2022-05-24

TX RA
APPROVED

Since 2023-08-18
MD RA
APPROVED

Since 2022-05-24
PA RA
APPROVED

Since 2022-05-24

Branch Locations

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

1302 Proline Place, Gettysburg, PA 17325 • United States

Baltimore, 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
Saucon Valley Country Club	Bethlehem	PA	06/2016	08/2019
The Financial Consulate, Inc.	Hunt Valley	MD	01/2020	Present
Student	Coopersburg	PA	05/2012	06/2021

06/2016 → 08/2019

Saucon Valley Country Club

Bethlehem, PA
01/2020 → Present

The Financial Consulate, Inc.

Hunt Valley, MD
05/2012 → 06/2021

Student

Coopersburg, PA

Designations

View on SEC IAPD

Other Firms

BAY HARBOR WEALTH MANAGEMENT, LLC

ABS CAPITAL PARTNERS, INC.

GROFF WEALTH MANAGEMENT

MONUMENTAL WEALTH, LLC

BUSH RIVER TRUST, LLC

OSAIC WEALTH, INC.

INDEPENDENT FINANCIAL PARTNERS

AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

More in Hunt Valley, MD

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