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Carter Shaffer

MONOCACY WEALTH MANAGEMENT, LLC·FREDERICK, Maryland
Unclaimed Profile
9099 RIDGEFIELD DRIVE, FREDERICK, MD 21701CRD# 6748338Firm CRD# 315979
01

About

Carter Shaffer is a registered financial advisor based in FREDERICK, Maryland, affiliated with MONOCACY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONOCACY WEALTH MANAGEMENT, LLC
MONOCACY WEALTH MANAGEMENT, LLC
AUM
$100K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MONOCACY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6748338
Firm CRD# 315979
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carter Shaffer offer?
Carter Shaffer specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FREDERICK, Maryland for a consultation.
What are Carter Shaffer's credentials?
Carter Shaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carter Shaffer located?
Carter Shaffer is based in FREDERICK, Maryland, working with MONOCACY WEALTH MANAGEMENT, LLC. Their office serves clients in the FREDERICK metropolitan area and surrounding communities.
How does Carter Shaffer charge for services?
Carter Shaffer'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 MONOCACY WEALTH MANAGEMENT, LLC?
MONOCACY WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $100K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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