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Carl Andrew Serger

STEBEN & COMPANY, INC.·GAITHERSBURG, Maryland
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9711 WASHINGTONIAN BLVD., GAITHERSBURG, MD 20878-7365CRD# 4101925Firm CRD# 117808
01

About

Carl Andrew Serger is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with STEBEN & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
STEBEN & COMPANY, LLC
STEBEN & COMPANY, LLC
AUM
$119M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STEBEN & COMPANY, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4101925
Firm CRD# 117808
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Andrew Serger offer?
Carl Andrew Serger specializes in Retirement Planning, Fee-Only Advisory. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are Carl Andrew Serger's credentials?
Carl Andrew Serger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Andrew Serger located?
Carl Andrew Serger is based in GAITHERSBURG, Maryland, working with STEBEN & COMPANY, INC.. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Carl Andrew Serger charge for services?
Carl Andrew Serger'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 STEBEN & COMPANY, INC.?
STEBEN & COMPANY, INC. has approximately 8 employees and manages $119M 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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