Financial ADVSR advisor directory · SEC adviser records
Councilor Wealth LLC financial advisors in Maryland
Every SEC-registered investment adviser representative at a Councilor Wealth LLC office in Maryland, by city and A to Z.
The short answer
10 registered advisors work at Councilor Wealth LLC in Maryland, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Bethesda (9). 7 list the CFP designation and 0 are also registered broker representatives.
Councilor Wealth LLC advisors by city in Maryland
Every firm in Maryland →Councilor Wealth LLC advisors in Maryland, A to Z
Search by name →- Stephanie L. AndersonBethesda · Certified Financial Planner, Chartered Financial Analyst
- Judith P. BarnhardBethesda · Certified Financial Planner
- Drew M. CulverBethesda · Certified Financial Planner
- Gregory M. EstesBethesda · Chartered Financial Analyst
- Abbie N. FrishmanBethesda · Certified Financial Planner
- Charles V. Kimmel IIIGaithersburg
- Debora E. MayBethesda · Certified Financial Planner
- Reema A. PatelBethesda · Certified Financial Planner
- Jane O. RownyBethesda · Certified Financial Planner
- Steven SchleupnerBethesda · Chartered Financial Consultant
Councilor Wealth LLC advisors in every state →Councilor Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Councilor Wealth LLC financial advisors are in Maryland?
10 investment adviser representatives are registered at Councilor Wealth LLC offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Maryland does Councilor Wealth LLC have the most advisors?
Bethesda, with 9, then Gaithersburg (1). Councilor Wealth LLC has advisors in 2 cities in Maryland.
How do I check a Councilor Wealth LLC advisor in Maryland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Councilor Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.