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BC

Birindar S. Chawla

Some features on this profile are disabled
CRD#: 1193919
BC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Birindar Singh Chawla, CFP®, who also goes by Marshall S Chawla, Marshall Chawla, Birindar Singh Marshall, Birindar Marshall, was a registered financial professional .

Birindar is a previously registered financial professional and started their career in finance in 1983. Birindar had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marshall S Chawla | Marshall Chawla | Birindar Singh Marshall | Birindar Marshall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 12/21/2006: Marshall Chawla & Associates - At Reported Business Location(s) - Non-Variable Insurance DBA - 5% Time Spent - Owner, produce insurance business: Life, Health, Disability, LTC, Fixed Annuities. (2) 1/6/2017: The Monitor Group LLC - DBA: Financial Advocacy Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/29/2016 - 10 Hours Per Month/1 Hour During Securities Trading. (3) 2/6/2017: Maryland Financial Group, Inc. - DBA: (Hybrid) The Monitor Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/29/2016 - 140 Hours Per Month/100 Hours During Securities Trading - I provide administrative services through Maryland Financial Group, LLC, an independent investment advisor firm. I started this business activity on 2/6/2017. I expect to spend approximately 140 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. (4) 8/29/2018 - Marshall Chawla & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/1985 - 160 Hours Per Month/140 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1987

Experience

Past

February 28, 2017 - July 16, 2025

MARYLAND FINANCIAL GROUP, INC.

RIA
CRD#: 122320
ROCKVILLE, MD
Past

June 1, 2004 - December 31, 2005

MARSHALL CHAWLA & ASSOCIATES

RIA
CRD#: 117697
FALLS CHURCH, VA
Past

July 11, 2002 - June 7, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
ROCKVILLE, MD
Past

October 16, 1992 - May 28, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ROCKVILLE, MD
Past

September 24, 1992 - October 16, 1992

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

May 10, 1988 - October 9, 1992

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

May 10, 1988 - October 9, 1992

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184
Past

September 30, 1983 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

September 30, 1983 - June 4, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/12/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/14/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/1986
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 4/20/1984
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/29/1983
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/6/1993
General Securities Principal Examination

Current Firm

MF
MARYLAND FINANCIAL GROUP, INC.
AFFIRMATIVE WEALTH PARTNERS | WENGER FINANCIAL SERVICES | UPCHURCH & CORN ADVISORS | TRELA VACACCIO & ASSOCIATES | THE MONITOR GROUP, LLC | STRAIGHT FORWARD FINANCIAL | RENAISSANCE WEALTH MANAGEMENT | PROSPERITY ADVISORS | NEWCORP WEALTH STRATEGIES | MFG BUSINESS DESIGN | MARYLAND FINANCIAL GROUP, INC. | MARSHALL CHAWLA & ASSOCIATES | LEGACY WEALTH MANAGEMENT | INTEGRIGEN WEALTH MANAGEMENT | EZ ACCOUNTING AND FINANCIAL SERVICES | DUNCAN INVESTMENT PARTNERS | COLLEGIATE FINANCIAL SERVICES | COASTAL WEALTH MANAGEMENT | CHESAPEAKE FINANCIAL PLANNERS | CHARLESTON FINANCIAL PLANNING CONSULTANTS | BARNETT WEALTH ADVISORS | ATLANTIC COAST ADVISORY GROUP OF CHARLESTON | ALMACY INVESTMENTS | ALLEN FINANCIAL SERVICES, LLC

CRD#: 122320 / SEC#: 801-99348

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Contact information

Main Address
Rockville, MD
Mailing Address
Phone number
(301) 251-8550
Established
Firm type
Fiscal year end
# of Employees
40

Documents

Latest Form ADV

Part 2 Brochures

ADV 2A (6/12/2025)
WRAP PROGRAM BROCHURE (6/12/2025)

Regulatory assets under management

Total Number of Accounts2,454
AUM (Assets Under Management)$ 880,267,065

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARYLAND FINANCIAL GROUP, INC.

CRD#: 122320

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