Claim Profile
CP

Carol Larissa Petrov

KENDALL CAPITAL MANAGEMENT·ROCKVILLE, Maryland
Unclaimed Profile
2000 TOWER OAKS BOULEVARD, ROCKVILLE, MD 20852CRD# 4438703Firm CRD# 134740
01

About

Carol Larissa Petrov is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with KENDALL CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KENDALL CAPITAL MANAGEMENT
KENDALL CAPITAL MANAGEMENT
AUM
$520M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4438703
Firm CRD# 134740
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKVILLE?

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

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 Carol Larissa Petrov offer?
Carol Larissa Petrov specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Carol Larissa Petrov's credentials?
Carol Larissa Petrov is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Larissa Petrov located?
Carol Larissa Petrov is based in ROCKVILLE, Maryland, working with KENDALL CAPITAL MANAGEMENT. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Carol Larissa Petrov charge for services?
Carol Larissa Petrov's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENDALL CAPITAL MANAGEMENT?
KENDALL CAPITAL MANAGEMENT has approximately 9 employees and manages $520M 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 →
Browse by specialty