Joseph M. Wehr

MARYLAND CAPITAL ADVISORS

Chester, MD 21619

Some features on this profile are disabled

CRD#: 7159221

Professional summary

Joseph Michael Wehr is a registered financial advisor currently at MARYLAND CAPITAL ADVISORS, INC. located in Chester, Maryland.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joseph has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Joseph Michael Wehr'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

August 6, 2024 - Present

MARYLAND CAPITAL ADVISORS, INC.

Office #1: 7 Chester Plaza, Chester, MD 21619

RIA

CRD#: 134875

Chester, MD

Past

October 17, 2019 - February 22, 2024

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

September 25, 2019 - February 22, 2024

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

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".

MARYLAND CAPITAL ADVISORS, INC.

CRD#: 134875 / SEC#: 801-68593

RIA

Registered Investment Advisory firm - (12/6/2007 Approved)

Maryland

Registered Investment Advisory firm - (12/21/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(8/6/2024)

IAR

Texas
(8/6/2024)

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 66

Date: 10/16/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/25/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/21/2019

Securities Industry Essentials Examination

Current Firm

MARYLAND CAPITAL ADVISORS, INC.

CRD#: 134875 / SEC#: 801-68593

RIA

Registered Investment Advisory firm - (12/6/2007 Approved)

Maryland

Registered Investment Advisory firm - (12/21/2007 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7 Chester Plaza, Chester, MD 21619

Mailing Address

Phone number

(410) 604-2741

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARYLAND CAPITAL, ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	712
AUM (Assets Under Management)	$ 428,562,226

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.

Similar Advisors

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raliegh, NC

Sarah Maitre

CAMRIEL ADVISORS

IAR

WEED, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph M. Wehr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Wehr's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARYLAND CAPITAL ADVISORS, INC.

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

Primary Firm SEC Registration

MARYLAND CAPITAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2019

Series 7TO

Date: 9/25/2019

SIE

Date: 8/21/2019

Current Firm

MARYLAND CAPITAL ADVISORS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARYLAND CAPITAL ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors