Inactive

Ayaz Hasan

Verdence Capital Advisors, LLC

Hunt Valley, MD

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Current Employers

Verdence Capital Advisors, Llc

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-03-04

MD RA
APPROVED

Since 2024-03-04

Branch Locations

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • 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
Morgan Stanley Smith Barney Llc	Baltimore	MD	11/2015	02/2024
Morgan Stanley Private Bank, N.A	New York	NY	11/2020	02/2024
Verdence Capital Advisors, Llc	Hunt Valley	MD	03/2024	Present

11/2015 → 02/2024

Morgan Stanley Smith Barney Llc

Baltimore, MD
11/2020 → 02/2024

Morgan Stanley Private Bank, N.A

New York, NY
03/2024 → Present

Verdence Capital Advisors, Llc

Hunt Valley, MD

Previous Registrations

2015-12-09 → 2024-02-20

Morgan Stanley

Bethesda, MD

Lutherville, MD

Baltimore, MD

Lutherville, MD
2013-05-06 → 2015-10-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, MD

Zanesville, OH
2009-04-15 → 2012-05-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL
2008-11-14 → 2009-03-31

Stanford Capital Management, Llc

Baltimore, MD
2007-12-06 → 2008-12-03

Citigroup Global Markets Inc.

Lutherville, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-30

S66 Uniform Combined State Law Examination

2007-11-30

Designations

View on SEC IAPD

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Other Investors

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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

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