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Marc Jeffrey Hertzberg

Investment Adviser Representative at WBH ADVISORY, INC.

Baltimore, MDCRD #3180785Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Maryland
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/11/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

WBH Advisory, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WBH ADVISORY, INC.Current
2/25/1999Baltimore, MD

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WBH ADVISORY, INC.

10 other advisors in the directory

View WBH ADVISORY, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marc Jeffrey Hertzberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Marc Jeffrey Hertzberg - Financial Advisor in Baltimore, MD | AdvisorFinder