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James Williams Mersereau

CARDEROCK CAPITAL MANAGEMENT, INC.·CHEVY CHASE, Maryland
Series 65Clean record35 years registeredCARDEROCK CAPITAL MANAGEMENT, INC.
2 WISCONSIN CIRCLE, SUITE 600, CHEVY CHASE, MD 20815-7020CRD# 1951730Firm CRD# 104570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Williams Mersereau · CHEVY CHASE, MD
Registration
CRD #1951730 · CARDEROCK CAPITAL MANAGEMENT, INC. · 35 years registered
Brand Profile
Not yet started
01

Career History

CARDEROCK CAPITAL MANAGEMENT, INC.
Jan 2025 – present
CARDEROCK CAPITAL MANAGEMENT, INC.
Oct 1990 – Dec 2024
CHEVY CHASE, MD
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 9, 1990
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CARDEROCK CAPITAL MANAGEMENT, INC.
CRD 104570 · SEC 801-28840
AUM
$594M
Regulatory assets under management
Employees
3
481 client accounts
Services offered by CARDEROCK CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CARDEROCK CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does James Williams Mersereau offer?
James Williams Mersereau specializes in Investment Management, Wealth Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are James Williams Mersereau's credentials?
James Williams Mersereau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Williams Mersereau located?
James Williams Mersereau is based in CHEVY CHASE, Maryland, working with CARDEROCK CAPITAL MANAGEMENT, INC.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does James Williams Mersereau charge for services?
James Williams Mersereau's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARDEROCK CAPITAL MANAGEMENT, INC.?
CARDEROCK CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARDEROCK CAPITAL MANAGEMENT, INC.

Daniel Alan Kane
CHEVY CHASE, MD

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