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Tyler Kluge

Investment adviser representative at Baltimore-washington Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Baltimore-washington Financial AdvisorsNov 2016 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (MD).

Baltimore-washington Financial Advisors

Legal name: Baltimore-washington Financial Advisors, Inc.

$3BAssets managed
5,301Clients
13Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6903305
Firm CRD
159388
Advisor's SEC record (opens in a new tab)
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