Kristina Saunders, financial advisor Washington DC

Kristina Saunders

CRD Number: 1090648
Current Firm: Farr Miller & Washington LLC
Compensation Model: Fee Only


Tenured investment professional proficient in portfolio management, asset allocation, and individual stock and bond selection.  Skilled in providing investment counsel for both high net worth and institutional clients.

From a financial planning standpoint, I assist clients with retirement and social security planning, education planning and charitable giving options.   I partner with clients to have their estate planning and tax needs addressed. 

My experience working for a large institutional firm as well as in the RIA space have given me a broad perspective and insight on investing for my clients.  I have an extensive investment research background that includes analysis of:

• Economic Trends,
• Market Trends,
• Specific industries
• Mutual Funds
• ETF's 
• Private Equity Due Diligence


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Professional Designations
Company Name Location Dates Years
Farr Miller & Washington, LLC Washington, DC Sep 2014 - Current 5
Cassaday And Company Mclean, VA Oct 2012 - Nov 2013 1
Farr, Miller & Washington LLC Washington, DC Apr 2011 - Nov 2011 < 1
Center On Executive Comp Washington, DC May 2008 - Sep 2009 1
Trust Company of the West Los Angeles, CA Jan 1986 - Jan 1992 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Kristina K. Saunders
Phone Number: 202-530-5600
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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