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Nazelrod & Associates Financial Services, INC.

Financial planning in Towson, MD

State registeredNo commissions reported

Call (410) 583-7662Send a messageMap ↗

Public-record details

Address
600 Fairmount Avenue, Suite 300, Towson, MD 21286
Phone
(410) 583-7662
Listed under
Financial planning, % of assets managed
CRD number
121302
Registration
State registered: MD
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$93.2 million
Accounts managed
53
Clients reported (Form ADV 5.D)
53
Individual / high-net-worth clients
14 / 39
Employees
2
Other business activities (Form ADV 6.A)
Also active as: registered representative of a broker-dealer, insurance broker or agent, accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-16

State registered (MD) investment adviser, CRD 121302, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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