James Mersereau, financial advisor Chevy Chase MD

James Mersereau

CRD Number: 1951730
Current Firm: Carderock Capital Management, Inc.

James Mersereau (CRD# 1951730) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Carderock Capital Management, Inc. Chevy Chase, MD Oct 1986 - Current 37
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for James W. Mersereau
Phone Number: (301)951-5288
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $1,234,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, FL, MA, MD, NC, VA

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