Chad Joseph Norfolk

Employer firm

Hb Wealth CRD 316731

$30.2B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2014 → 01/2025
  Wms Partners, Llc
  Towson, MD
• 01/2025 → Present
  Hb Wealth Management, Llc
  Towson, MD

Previous Registrations

• 2014-01-10 → 2025-02-07
  Wms Partners, Llc
  Towson, MD
• 2006-07-13 → 2014-01-07
  Fai Wealth Management
  Columbia, MD
  Columbia, MD
  Columbia, MD
• 2001-10-29 → 2006-06-15
  Geier Asset Management Inc
  Marriottsville, MD

Exams

• S66 Uniform Combined State Law Examination
  2000-02-21

Designations

• Certified Financial Planner