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Distance Only Chevy Chase, MD
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
David Romhilt (CRD# 4435504) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chevy Chase, MD and has 1 year of experience in the finance industry.
Jonathan Rosner (CRD# 6287547) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 9 years of experience in the finance industry.
Steven Ross (CRD# 734513) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 42 years of experience in the finance industry. Steven Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Roumell (CRD# 1618752) is an Investment Advisor Representative working at Roumell Asset Management, LLC in Chevy Chase, MD and has over 37 years of experience in the finance industry.
Richard Schoenfeld (CRD# 1454540) is an Investment Advisor Representative working at Intervest Ltd in Chevy Chase, MD and has over 38 years of experience in the finance industry. Richard Schoenfeld has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lauren Seim (CRD# 4861864) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 16 years of experience in the finance industry.
David Setia (CRD# 6281023) is an Investment Advisor Representative working at Lpl Financial LLC in Chevy Chase, MD and has over 9 years of experience in the finance industry.
Uday Shah (CRD# 4317604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chevy Chase, MD and has over 21 years of experience in the finance industry.
Kapil Shiohare (CRD# 4791201) is an Investment Advisor Representative working at Thinagee Investments Inc. in Chevy Chase, MD and has over 19 years of experience in the finance industry.
Ryan Shuler (CRD# 6237907) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chevy Chase, MD and has over 10 years of experience in the finance industry.