CRD: 121302
Nazelrod & Associates Financial Services, Inc.
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- Custodian
- Deutsche Bank · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Pioneer signalMatrix meridian
- Established Date
- 03-20-1998
- Office Locations
- 1
Office Locations
About Nazelrod & Associates Financial Services, Inc.
Nazelrod & Associates is a Towson, MD advisory serving Baltimore-area families and local businesses since 1987. The team provides financial planning and investment management, including retirement, tax and estate planning and insurance coordination. Portfolios emphasize diversified public funds with limited ETF use, focused on asset allocation and risk management—an established, relationship-driven local practice for long-term client guidance.
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON EUGENE NAZELROD
Investment Advisor Representative, President
- CRD
- #2640347
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SCOTT THOMAS HOSKINS
Investment Advisor Representative
- CRD
- #4139640
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,200,780 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,200,780 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,200,780
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,115,867,119 | 37.8% |
| Cash | $3,577,477,062 | 43.4% |
| Equity - Exchange | $1,549,690,525 | 18.8% |
| Total | $8,243,034,706 | 100.0% |