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Cromwell Investment Advisory, LLC CRD 152360
$3.50M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7305 Baltimore Avenue Suite 307, College Park, MD 20740-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7305 Baltimore Avenue Suite 307, College Park, MD 20740-3232 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cromwell Investment Advisory, Llc | College Park | MD | 06/2011 | Present |
| Cromwell & Associates, Llc | College Park | MD | 03/2007 | Present |
CROMWELL & ASSOCIATES, LLC 7309 BALTIMORE AVE STE 307 COLLEGE PARK MD 20740-3232 TAX PREPARATION/ACCOUNTING OWNER/SOLE PROPRIETOR 3/2007 2080 HRS PER YEAR 0HRS TAX AND ACCOUNTING SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-30 |
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