Unclaimed Profile

Caroline Savage

FARR MILLER & WASHINGTON LLC·WASHINGTON, District of Columbia

Series 65Clean record28 years registeredFARR MILLER & WASHINGTON LLC

1020 19TH STREET, NW, WASHINGTON, DC 20036CRD# 3038123Firm CRD# 107553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caroline Savage · WASHINGTON, DC

Registration

CRD #3038123 · FARR MILLER & WASHINGTON LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FARR MILLER & WASHINGTON LLC

HIGHTOWER ADVISORS, LLC

Dec 2021 – Jan 2023

Washington, DC

FARR MILLER & WASHINGTON LLC

Apr 1998 – Jun 2022

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 7, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FARR MILLER & WASHINGTON LLC

CRD 107553 · SEC 801-52081

AUM

$1.9B

Regulatory assets under management

Employees

1,248 client accounts

Services offered by FARR MILLER & WASHINGTON LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FARR MILLER & WASHINGTON LLC →

Introduction

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Frequently Asked Questions

What services does Caroline Savage offer?

Caroline Savage specializes in Financial Planning, Investment Management, Wealth Management.

What are Caroline Savage's credentials?

Caroline Savage is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Caroline Savage located?

Caroline Savage is based in WASHINGTON, District of Columbia, last registered with FARR MILLER & WASHINGTON LLC.

How does Caroline Savage charge for services?

Caroline Savage's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FARR MILLER & WASHINGTON LLC?

FARR MILLER & WASHINGTON LLC has approximately 13 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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