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August Glen Gischel Jr

CAPITAL ADVISOR MANAGEMENT
Baltimore, MD
·CRD# 1451641·40 years experience

Professional Summary

August Glen Gischel JR, who also goes by A Glen Gischel, August Glen Gischel, is a registered financial advisor currently at CAPITAL ADVISOR MANAGEMENT located in Baltimore, Maryland. August is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. August has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

A Glen Gischel, August Glen Gischel

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

CAPITAL ADVISOR MANAGEMENT·CRD# 121838
RIA
Baltimore, MD
March 14, 2022 - Present
GLOBAL BROKERAGE SERVICES, INC.·CRD# 37505
BD
Hunt Valley, MD
August 24, 1999 - December 31, 2006
GROVE POINT INVESTMENTS, LLC·CRD# 1763
BD
Rockville, MD
April 26, 1996 - August 23, 1999
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
June 22, 1992 - April 4, 1996
BALTIMORE BANCORP INVESTMENT SERVICES, INC.·CRD# 17514
BD
October 2, 1991 - June 25, 1992
FERRIS, BAKER WATTS, LLC·CRD# 285
BD
Baltimore, MD
April 10, 1990 - July 12, 1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
November 5, 1986 - October 27, 1989
BLINDER, ROBINSON & CO., INC.·CRD# 5096
BD
February 19, 1986 - November 3, 1986

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Current Firm

CA
CAPITAL ADVISOR MANAGEMENT

AUGUST GLEN GISCHEL | CAPITAL ADVISOR MANAGEMENT

CRD#: 121838
Maryland
Registered Investment Advisory firm - Maryland (6/22/1999 Approved)

Contact Information

Main Address

660 Kennelworth Dr Suite 104, Towson, MD 21204

Phone Number

(410) 321-9558

# of Employees

0

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

98

AUM (Assets Under Management)

$30,250,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Maryland
(3/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1986About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Feb 1986About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view August Glen Gischel JR's CRS (Customer Relationship Summary).

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