Unclaimed Profile

Shawn Burman

MONOCACY WEALTH MANAGEMENT, LLC·FREDERICK, Maryland

Clean recordMONOCACY WEALTH MANAGEMENT, LLC

9099 RIDGEFIELD DRIVE, FREDERICK, MD 21701CRD# 7413026Firm CRD# 315979

Profile Verification

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

Identity

Shawn Burman · FREDERICK, MD

Registration

CRD #7413026 · MONOCACY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shawn Burman 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MONOCACY WEALTH MANAGEMENT, LLC

AUM

$100K

Regulatory assets under management

Employees

Total firm employees

View all advisors at MONOCACY WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7413026

Firm CRD# 315979

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shawn Burman offer?

Shawn Burman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FREDERICK, Maryland for a consultation.

What are Shawn Burman's credentials?

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

Where is Shawn Burman located?

Shawn Burman 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 Shawn Burman charge for services?

Shawn Burman'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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