Marc Jeffrey Hertzberg

Employer firm

Wbh Advisory, Inc. CRD 105289

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  Wagner Bowman Management Corp
  Baltimore, MD

Other Businesses

1) Certified Public Accountant; not investment-related; started 01/1999; approximately 10-20 hours per month, 5-10 hours during securities trading hours. 2) Licensed Attorney; not investment-related; started 01/1999; approximately 10-20 hours per month, 5-10 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-11

Designations

• Chartered Financial Analyst