1919 Investment Counsel, LLC

1919 Investment Counsel, LLC (CRD# 133370) is a financial advisory firm headquartered in Baltimore, MD. They manage $11,808,425,236 in 5,337 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,808
    MILLION
  • Total Number of Accounts
    5,337
    ACCOUNTS
  • Average Account Value
    $2,212,559
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at 1919 Investment Counsel, LLC
Showing 21 - 30 of 32 top financial advisors.
21
James J. O'connor
CRD#: 4314571
San Francisco, CA 94105

James O'connor (CRD# 4314571) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 18 years of experience in the finance industry. James O'connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

22
Monika M. Panger
CRD#: 2713938
Philadelphia, PA 19103

Monika Panger (CRD# 2713938) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Philadelphia, PA and has over 23 years of experience in the finance industry.

23
Jeffrey K. Peng
CRD#: 3229788
Philadelphia, PA 19103

Jeffrey Peng (CRD# 3229788) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

24
Robert S. Pierce
CRD#: 2299085
Baltimore, MD 21202

Robert Pierce (CRD# 2299085) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has over 25 years of experience in the finance industry.

25
Andrew J. Rand
CRD#: 2648600
San Francisco, CA 94105

Andrew Rand (CRD# 2648600) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 23 years of experience in the finance industry. Andrew Rand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

26
John V. Reilly
CRD#: 4931363
Baltimore, MD 21202

John Reilly (CRD# 4931363) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has 1 year of experience in the finance industry.

27
John R. Roberson
CRD#: 1513409
San Francisco, CA 94105

John Roberson (CRD# 1513409) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 33 years of experience in the finance industry.

28
Lee Robertson
CRD#: 4072888
New York, NY 10019

Lee Robertson (CRD# 4072888) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in New York, NY and has over 19 years of experience in the finance industry.

29
Benjamin H. Slaughter
CRD#: 2274067
Birmingham, AL 35205

Benjamin Slaughter (CRD# 2274067) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Birmingham, AL and has over 15 years of experience in the finance industry.

30
Ashley S. Tabb
CRD#: 4954982
Birmingham, AL 35205

Ashley Tabb (CRD# 4954982) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Birmingham, AL and has over 13 years of experience in the finance industry. Ashley Tabb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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