AdvisorOS Directory
Claim Profile
RW

Rachel Weller

NEA MANAGEMENT COMPANY, LLC·CHEVY CHASE, Maryland
Unclaimed Profile
5425 WISCONSIN AVENUE, CHEVY CHASE, MD 20815CRD# 6629176Firm CRD# 161004
01

About

Rachel Weller is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with NEA MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEA MANAGEMENT COMPANY, LLC
NEW ENTERPRISE ASSOCIATES
AUM
$25.9B
Regulatory assets under management
Employees
126
Total firm employees
View all advisors at NEA MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6629176
Firm CRD# 161004
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHEVY CHASE?

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

Browse CHEVY CHASE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rachel Weller offer?
Rachel Weller specializes in Retirement Planning. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Rachel Weller's credentials?
Rachel Weller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Weller located?
Rachel Weller is based in CHEVY CHASE, Maryland, working with NEA MANAGEMENT COMPANY, LLC. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Rachel Weller charge for services?
Rachel Weller's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEA MANAGEMENT COMPANY, LLC?
NEA MANAGEMENT COMPANY, LLC has approximately 126 employees and manages $25.9B 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 →
Other advisors in CHEVY CHASE
Sarah Josephine Hunt — PLOTKIN FINANCIAL ADVISORS, LLCJon Masao Sakoda — NEA MANAGEMENT COMPANY, LLCGary Barrett Townsend — HILL-TOWNSEND CAPITAL, LLCVernon W Hill — HILL-TOWNSEND CAPITAL, LLCMichael Joseph Ward — HARMONIC GROWTH PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile