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Roger Irvin Bair

Financial Consulate

Hunt Valley, MD

Gettysburg, PA

Westminster, MD

CRD 1681148

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Employer firm

Financial Consulate CRD 106898

$1.10B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Financial Consulate

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-18
MD RA APPROVED 2011-04-06
PA RA APPROVED 2011-04-06
  • TX RA
    APPROVED
    Since 2023-08-18
  • MD RA
    APPROVED
    Since 2011-04-06
  • PA RA
    APPROVED
    Since 2011-04-06

Branch Locations

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States

1302 Proline Place, Gettysburg, PA 17325 • United States

Westminster, MD • 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
Financial Consulate Hunt Valley MD 05/2008 Present
Previous Registrations
  • 1996-10-21 → 2008-05-19
    Psa Financial Advisors Inc
    Lutherville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-01-08
S63 Uniform Securities Agent State Law Examination 1987-07-23
  • S65 Uniform Investment Adviser Law Examination
    1992-01-08
  • S63 Uniform Securities Agent State Law Examination
    1987-07-23
Designations
  • Certified Financial Planner
Other Names
  • Chip Bair

View on SEC IAPD

Nearby Firms

BAY HARBOR WEALTH MANAGEMENT, LLC
ABS CAPITAL PARTNERS, INC.
GROFF WEALTH MANAGEMENT

Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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