Financial advisors in Chevy Chase, MD

104 advisors · page 2 of 4

Courtland Brown
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Cynthia Schollard
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Cynthia Straka
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Daniel Kane
Financial advisor at Carderock Capital Management, Inc.
Carderock Capital Management, Inc. · $677M AUM
Verified
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Daniel Slacter
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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David Romhilt
Financial advisor at Summit Trail Advisors, LLC
Summit Trail Advisors, LLC · $19.94B AUM
VerifiedFinancial planning
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Denislav Dantev
Financial advisor at Mg Capital Partners, LLC
Mg Capital Partners, LLC · $83.3M AUM
VerifiedFinancial planning
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Donald Wright
Financial advisor at Wright Wealth Management LLC
Wright Wealth Management LLC
VerifiedFinancial planning
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Doreen Candeias
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Edmund Wellington
Financial advisor at Wellington Capital Management, Inc
Wellington Capital Management, Inc · $120.9M AUM
VerifiedFinancial planning
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Evan Pietras
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Gary Carson
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Gregory Blake
Financial advisor at Tritonpoint Wealth, LLC
Tritonpoint Wealth, LLC · $1.55B AUM
VerifiedFinancial planning
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Hayley Glantz
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Henry Abbott
Financial advisor at Washington Securities Corporation
Washington Securities Corporation · $7M AUM
Verified
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Hermann Cruz
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Howard Rothman
Financial advisor at Tritonpoint Wealth, LLC
Tritonpoint Wealth, LLC · $1.55B AUM
VerifiedFinancial planning
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Jake Ransom
Financial advisor at Tritonpoint Wealth, LLC
Tritonpoint Wealth, LLC · $1.55B AUM
VerifiedFinancial planning
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Jake Schoenfeld
Financial advisor at Tritonpoint Wealth, LLC
Tritonpoint Wealth, LLC · $1.55B AUM
VerifiedFinancial planning
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James Jones
Financial advisor at Washington Securities Corporation
Washington Securities Corporation · $7M AUM
Verified
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James Merrill
Financial advisor at Binnacle Financial Group LLC
Binnacle Financial Group LLC · $22.1M AUM
VerifiedFinancial planning
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James Mersereau
Financial advisor at Carderock Capital Management, Inc.
Carderock Capital Management, Inc. · $677M AUM
Verified
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James Paragamian
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Jeanne Goedecke
Financial advisor at Carderock Capital Management, Inc.
Carderock Capital Management, Inc. · $677M AUM
Verified
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Joanne Yecies
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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John Buck
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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John Gerold
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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John O'donnell
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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John Oliverio
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Jonathan Bulman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Chevy Chase, MD

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Chevy Chase, MD.

How this list works

Before you hire an advisor in Chevy Chase, MD