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Financial ADVSR advisor directory · SEC adviser records

Schaeffer Financial LLC financial advisors in Rockville, MD

Every SEC-registered investment adviser representative at a Schaeffer Financial LLC office in Rockville, A to Z.

The short answer

4 registered advisors work at Schaeffer Financial LLC in Rockville, out of 4 at the firm nationwide; it ranks number 28 in the city by advisors. 4 list the CFP designation and 1 are also registered broker representatives.

Schaeffer Financial LLC advisors in Rockville, A to Z

Every Schaeffer Financial LLC advisor →

Schaeffer Financial LLC advisors in every city and state →Schaeffer Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Rockville

All Rockville advisors →

LPL Financial LLC 41Morgan Stanley 31Citigroup Global Markets Inc. 21Raymond James Financial Services Advisors, Inc. 21Cetera Investment Advisers LLC 20RBC Capital Markets, LLC 20MML Investors Services, LLC 14Strategic Advisers LLC 11Cerity Partners LLC 10Truist Advisory Services, Inc. 9Apollon Wealth Management, LLC 8Atcap Partners, LLC 8

Questions

How many financial advisors does Schaeffer Financial LLC have in Rockville?

4 investment adviser representatives are registered at Schaeffer Financial LLC offices in Rockville, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 4 list the CFP designation and 1 are also registered as broker representatives.

Is Schaeffer Financial LLC one of the largest advisor employers in Rockville?

Schaeffer Financial LLC ranks number 28 in Rockville by registered advisors; LPL Financial LLC has the most, with 41.

How do I check a Schaeffer Financial LLC advisor in Rockville?

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 Schaeffer Financial 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.