Lombard Advisers
47yrs
Top advisor by experience in Baltimore
27yrs
Daniel Basch is a fiduciary financial advisor in Baltimore, Maryland, with 27 years in the industry. Daniel joined CM Capital Partners in 2026, a firm offering investment management and selecting outside investment managers. CM Capital Partners reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 710 advisors with offices in Baltimore, and one of 650 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience nationwide
OfficeBaltimore, MD
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$258,929
Advisors at the firm4
States licensed ?1 state
Services through CM Capital Partners
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowCM Capital PartnersCurrent firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call CM Capital Partners at 702-755-7304 and ask for Daniel Basch. Daniel works from the Baltimore, MD office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 27 years. Top 24% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
CM Capital Partners reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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