Walter D. Haynes

BROWN ADVISORY

BETHESDA, MD 20814

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CRD#: 2440449

Professional summary

Walter Dunlop Haynes is a registered financial advisor currently at BROWN ADVISORY located in Bethesda, Maryland.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Walter has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Dunlop Haynes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

February 16, 2005 - Present

BROWN ADVISORY

Office #1: 7475 Wisconsin Avenue Suite 800, Bethesda, MD 20814

RIA

CRD#: 110181

BETHESDA, MD

Past

October 3, 1991 - January 3, 2005

BROWN ADVISORY

RIA

CRD#: 110181

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BROWN ADVISORY

BEATY HAYNES & ASSOCIATES, INC. | BROWN ADVISORY LLC | BROWN ADVISORY | BEATY HAYNES LLC | BEATY HAYNES & PATTERSON INC

CRD#: 110181 / SEC#: 801-38826

RIA

Registered Investment Advisory firm - (6/7/1991 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Florida
(2/16/2005)

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

State Security Law Exam

IAR

Series 65

Date: 9/8/1994

Uniform Investment Adviser Law Examination

Current Firm

BROWN ADVISORY

BEATY HAYNES & ASSOCIATES, INC. | BROWN ADVISORY LLC | BROWN ADVISORY | BEATY HAYNES LLC | BEATY HAYNES & PATTERSON INC

CRD#: 110181 / SEC#: 801-38826

RIA

Registered Investment Advisory firm - (6/7/1991 Approved)

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Contact information

Main Address

901 South Bond Street Suite 400, Baltimore, MD 21231-3340

Mailing Address

Phone number

(410) 537-5400

Established

Firm type

Fiscal year end

# of Employees

733

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROWN ADVISORY, LLC FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	24,921
AUM (Assets Under Management)	$ 121,936,354,796

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/21/2025	Cover Page	Report
10/28/2024	Cover Page	Report
01/24/2024	Cover Page	Report
10/27/2022	Cover Page	Report

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.

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Walter D. Haynes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Dunlop Haynes's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROWN ADVISORY

BROWN ADVISORY

Primary Firm SEC Registration

BROWN ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/1994

Current Firm

BROWN ADVISORY

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BROWN ADVISORY

TRUST BUT VERIFY

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