Financial ADVSR advisor directory · SEC adviser records
Pennington Partners & Co., LLC financial advisors in Bethesda, MD
Every SEC-registered investment adviser representative at a Pennington Partners & Co., LLC office in Bethesda, A to Z.
The short answer
9 registered advisors work at Pennington Partners & Co., LLC in Bethesda, out of 10 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Pennington Partners & Co., LLC advisors in Bethesda, A to Z
Every Pennington Partners & Co., LLC advisor →- Robert K. AndrewsInvestment adviser rep
- Megan A. BleilInvestment adviser rep
- Longhe CaoInvestment adviser rep
- Meredith L. FarberInvestment adviser rep
- William L. HalkyardInvestment adviser rep
- Keith KellumCertified Financial Planner
- Rodd J. MacklinChartered Financial Analyst
- Jacob ReinhardtInvestment adviser rep
- Charles S. Sheain IIIChartered Financial Analyst
Pennington Partners & Co., LLC advisors in every city and state →Pennington Partners & Co., LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Pennington Partners & Co., LLC advisors in other cities
Other firms in Bethesda
All Bethesda advisors →Wells Fargo Advisors Financial Network, LLC 90Morgan Stanley 74Wells Fargo Clearing Services, LLC 51Chevy Chase Trust Company 41UBS Financial Services Inc. 35Ameriprise Financial Services, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 25Wealthspire Retirement Advisory 25Eagle Strategies LLC 19Strategic Advisers LLC 18Asb Capital Management LLC 17
Questions
How many financial advisors does Pennington Partners & Co., LLC have in Bethesda?
9 investment adviser representatives are registered at Pennington Partners & Co., LLC offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Pennington Partners & Co., LLC one of the largest advisor employers in Bethesda?
Pennington Partners & Co., LLC ranks number 22 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 90.
How do I check a Pennington Partners & Co., LLC advisor in Bethesda?
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 Pennington Partners & Co., LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.