Daniel F. Dent

D.F. DENT AND COMPANY

BALTIMORE, MD 21202

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CRD#: 4347484

Professional summary

Daniel Forbes Dent, CFA is a registered financial advisor currently at D.F. DENT AND COMPANY, INC. located in Baltimore, Maryland.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Daniel has worked at 1 firm .

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 Daniel Forbes Dent'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®

CFA

Chartered Financial Analyst

Experience

Current

October 8, 1990 - Present

D.F. DENT AND COMPANY, INC.

Office #1: 2 E. Read Street, Baltimore, MD 21202

RIA

CRD#: 105179

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".

D.F. DENT AND COMPANY, INC.

D.F. DENT AND COMPANY, INC. | DENT D F & CO INC

CRD#: 105179 / SEC#: 801-11364

RIA

Registered Investment Advisory firm - (1/15/1980 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

Maryland
(10/8/1990)

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

Current Firm

D.F. DENT AND COMPANY, INC.

D.F. DENT AND COMPANY, INC. | DENT D F & CO INC

CRD#: 105179 / SEC#: 801-11364

RIA

Registered Investment Advisory firm - (1/15/1980 Approved)

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Contact information

Main Address

400 East Pratt Street 7th Floor, Baltimore, MD, 21202-3127

Mailing Address

Phone number

(410) 837-2544

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

D.F. DENT AND COMPANY, INC. PART II (8/6/2025)

Regulatory assets under management

Total Number of Accounts	1,294
AUM (Assets Under Management)	$ 8,600,278,540

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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Daniel F. Dent

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Forbes Dent's CRS (Customer Relationship Summary).

Certified licenses

Experience

D.F. DENT AND COMPANY, INC.

Primary Firm SEC Registration

D.F. DENT AND COMPANY, INC.

State Registrations and Notice Filings

Exams

Current Firm

D.F. DENT AND COMPANY, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

D.F. DENT AND COMPANY, INC.

TRUST BUT VERIFY

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