Kathleen McQuade
Mcquade, Kathleen Mary · Laurel, Maryland
Kathleen McQuade is a fee-only financial advisor at Mcquade, Kathleen Mary in Laurel, Maryland, who holds the CFP credential. Mcquade, Kathleen Mary reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mcquade, Kathleen Mary |
|---|---|
| Based in | Laurel, Maryland |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 3182212 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Kathleen
Is Kathleen McQuade a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Mcquade, Kathleen Mary reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Mcquade, Kathleen Mary, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Kathleen McQuade based?
Kathleen McQuade is based in Laurel, Maryland.
What credentials does Kathleen McQuade hold?
Kathleen McQuade holds the CFP credential.
Is Kathleen McQuade registered with the SEC?
Yes. Kathleen McQuade is registered as an investment adviser representative in MD (CRD 3182212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Kathleen McQuade?
Contact details aren't on file yet. Search for Mcquade, Kathleen Mary.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Laurel
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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