Chad Berman is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 18 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Four Financial Center, 4525 Painters Mill Road, Owings Mills, MD, 21117
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
December 2010 - Present · 15 yrs 10 mos
T. Rowe Price Advisory Services, INC.
December 2010 - Present · 15 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
December 2010 - Present · 15 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - October 2010 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
September 2007 - October 2010 · 3 yrs 1 mo
State Registrations1 state
MD
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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