Unclaimed Profile

Lisa Jean Lenderman

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC·BETHESDA, Maryland

Clean recordMIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

7255 WOODMONT AVENUE,, BETHESDA, MD 20814CRD# 7992335Firm CRD# 285820

Profile Verification

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

Identity

Lisa Jean Lenderman · BETHESDA, MD

Registration

CRD #7992335 · MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Jean Lenderman is a registered financial advisor based in BETHESDA, Maryland, affiliated with MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

Speak with Lisa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lisa is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

AUM

$8.2B

Regulatory assets under management

Employees

320

Total firm employees

View all advisors at MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7992335

Firm CRD# 285820

View on FINRA BrokerCheck →

Looking for a financial advisor in BETHESDA?

Browse all registered financial advisors in BETHESDA, Maryland or claim this profile if it's yours.

Browse BETHESDA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lisa Jean Lenderman offer?

Lisa Jean Lenderman specializes in Retirement Planning, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.

What are Lisa Jean Lenderman's credentials?

Lisa Jean Lenderman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Jean Lenderman located?

Lisa Jean Lenderman is based in BETHESDA, Maryland, working with MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Lisa Jean Lenderman charge for services?

Lisa Jean Lenderman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC?

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC has approximately 320 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →