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Tyler Kluge

Baltimore-Washington Financial Advisors

Columbia, MD

CRD 6903305

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Employer firm

Baltimore-Washington Financial Advisors CRD 159388

$2.99B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES

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

Current Employers
Baltimore-Washington Financial Advisors

10960 Grantchester Way Suite 110, Columbia, MD 21044 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-02-24
  • MD RA
    APPROVED
    Since 2018-02-24

Branch Locations

10960 Grantchester Way Suite 110, Columbia, MD 21044 • 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
Baltimore-Washington Financial Advisors Columbia MD 11/2016 01/2018
Baltimore-Washington Financial Advisors Columbia MD 01/2018 02/2019
Baltimore-Washington Financial Advisors Columbia MD 02/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-24
  • S65 Uniform Investment Adviser Law Examination
    2018-02-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC

Nearby Investors

KEVIN MICHAEL LINK
CHRISTOPHER ANTHONY SCHIPSKE
CHRISTOPHER ANTHONY SADOWSKI

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD

More in Columbia, MD

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