Financial ADVSR advisor directory · SEC adviser records
Financial advisors in North Bethesda, MD
Every SEC-registered investment adviser representative at a firm office in North Bethesda, with the firms that employ the most of them.
The short answer
125 registered advisors work in North Bethesda; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (70). 14 list the CFP designation and 112 are also registered broker representatives.
Firms with the most advisors in North Bethesda
| Firm | Advisors in North Bethesda |
|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 70 |
| LPL Enterprise, LLC news | 26 |
| Tiaa-Cref Individual & Institutional Services, LLC | 6 |
| One Oak | 4 |
| Creative Planning news | 3 |
| LPL Financial LLC news | 3 |
| Edward Jones news | 2 |
| Glassman Wealth Services, LLC | 2 |
| Independent Financial Group, LLC | 2 |
| Ortman Financial Planning | 2 |
| Cetera Investment Advisers LLC news | 1 |
| Fhl Investment Management Company, LLC | 1 |
| Generational Financial Partners, LLC | 1 |
| Strategic Advisers LLC | 1 |
| Terrafort Capital LLC | 1 |
Advisors in North Bethesda, A to Z
CFP advisors in North Bethesda →- Jameel S. AddisonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank A. Alexander IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ben ArieIndependent Financial Group, LLC
- Jakob R. ArnesonLPL Enterprise, LLC
- Eric J. AshmontEdward Jones · Certified Financial Planner
- Daniel J. AtorLPL Enterprise, LLC
- John H. Axley IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Theophilus D. Baidoo Jr.LPL Enterprise, LLC
- Nicholas BalmerTiaa-Cref Individual & Institutional Services, LLC
- Adam BandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank P. BartoliniTiaa-Cref Individual & Institutional Services, LLC
- Edwin BermudezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas BohnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Supriyo BoseMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dylan I. BransonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Norris BrodskyLPL Enterprise, LLC · Certified Financial Planner, Personal Financial Specialist
- Camden C. ButlerLPL Enterprise, LLC
- Macaughlan Byrne-HouserLPL Enterprise, LLC
- Jeffrey R. ByrnesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy J. CalabreseMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Olivia CarsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frederick J. Cornelius IIICreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Dustin M. CorrenteLPL Enterprise, LLC
- Jorge J. CortesTerrafort Capital LLC
- Craig A. DellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Miguel E. Dominguez JimenezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Philip J. DoyleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle A. DryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin DuhoskiLPL Enterprise, LLC
- Robert E. Dunn Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Dawn DurbinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ittai DvirIndependent Financial Group, LLC · Certified Financial Planner
- Daniel J. EastepMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Simeon J. EspritLPL Enterprise, LLC
- Brian S. EwersMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Alvand A. FakhariMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Geoffrey J. FinkelTiaa-Cref Individual & Institutional Services, LLC
- Sheldon R. ForemanMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Pranali P. FortiniCreative Planning · Certified Financial Planner
- Andrea R. FranklinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Grant P. FurnaryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ken FuruyaLPL Enterprise, LLC · Chartered Financial Consultant
- Richard C. GerberMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joan F. GiacominiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel A. GomesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jahleel K. GordonTiaa-Cref Individual & Institutional Services, LLC
- Cory GrantMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joel M. GreenbergLPL Enterprise, LLC
- Matthew M. GriggsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Todd D. GrowneyCreative Planning · Certified Financial Planner
- Andrew F. HallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Trinity J. HammerschmidtLPL Enterprise, LLC
- Lorenzo HarrisonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott H. HollanderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tanmika N. HysmithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lionel M. IvesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen JallahLPL Enterprise, LLC
- Patrick KavanaughMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marshall A. KaydaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob C. KellerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eisley KimMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Efrata D. KiroseOne Oak
- Carson KnightMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Margaret KnightMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lisa M. KolbasowskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark KramerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marlena D. LameoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David D. LevittGlassman Wealth Services, LLC · Certified Financial Planner
- Paul Q. LiFhl Investment Management Company, LLC · Chartered Financial Analyst
- Jeff W. LinLPL Financial LLC
- Patrick M. LivelyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James M. LobocchiaroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Luis A. Lopez PortilloLPL Enterprise, LLC
- Steven LvovskyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew D. MainzLPL Enterprise, LLC
- Taryn C. MarshallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alexis N. MartinezEdward Jones · Certified Financial Planner
- Christopher B. McAllisterLPL Enterprise, LLC · Certified Financial Planner
- Scott M. McGrawMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John P. McLaughlinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew C. McNallyGlassman Wealth Services, LLC
- John O. Nauss IIITiaa-Cref Individual & Institutional Services, LLC
- Robert NiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick F. OrtmanOrtman Financial Planning · Certified Financial Planner
- Michael J. PadillaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tammy PanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Finn ParkinsonLPL Enterprise, LLC
- Kartik A. PawarOne Oak
- Yahir Perez-LoraLPL Enterprise, LLC
- Yomaris A. Pichardo GonzalezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gabriel PicheLPL Enterprise, LLC
- Matthew PiseraGenerational Financial Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Eli PridonoffMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erick E. QuirozMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Saqib RashidOne Oak
- Jesse O. RivasLPL Enterprise, LLC
- Vladislav M. RomanovLPL Financial LLC
- Kevin J. RoweMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Syed A. RuminMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob S. ScarbathLPL Enterprise, LLC
- Aaron D. SchmerlingLPL Enterprise, LLC
- John F. Seitz IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian W. SharpMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark L. SheinkopfLPL Enterprise, LLC
- Danni ShenLPL Enterprise, LLC
- Sherali ShermohamadLPL Enterprise, LLC
- Waheed A. SiddiquiCetera Investment Advisers LLC
- Cristian F. SierraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph W. Sladek Jr.Tiaa-Cref Individual & Institutional Services, LLC
- Jordan L. SmithLPL Financial LLC · Certified Financial Planner
- Matt SolomonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anthony SpanoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John J. StokesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samuel H. StrasserMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Valeria Suaza SalamancaOrtman Financial Planning
- Eyasu TheodrosMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Briana TillmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael A. TowhidiStrategic Advisers LLC
- Paul TroniloMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Khalid H. UsmaniOne Oak
- Matthew G. VelandLPL Enterprise, LLC
- Michael WilliamsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brandon M. WilliamsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Evan R. WinikMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bo H. ZhangMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in Maryland
All of Maryland →Bethesda 820Baltimore 662Hunt Valley 567Annapolis 437Rockville 390Columbia 366Owings Mills 322Towson 284Frederick 198Lutherville 170Bel Air 132Gaithersburg 120Timonium 112Potomac 111Chevy Chase 97Ellicott City 92Easton 74Silver Spring 72Salisbury 68Hagerstown 66Cockeysville 63Severna Park 60Westminster 45Linthicum Heights 43
Questions
How many financial advisors are in North Bethesda, MD?
125 investment adviser representatives are registered at firm offices in North Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 112 of them are also registered as broker representatives, and 14 list the CFP designation.
Which firm has the most financial advisors in North Bethesda?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 70 registered advisors in North Bethesda, followed by LPL Enterprise, LLC with 26.
How do I check a financial advisor in North Bethesda?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.