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Julie Ann Carroll

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC·ROCKVILLE, Maryland
Unclaimed Profile
2099 GAITHER RD. SUITE 110, ROCKVILLE, MD 20850CRD# 4661528Firm CRD# 168342
01

About

Julie Ann Carroll is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
AUM
$313M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4661528
Firm CRD# 168342
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Ann Carroll offer?
Julie Ann Carroll specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Julie Ann Carroll's credentials?
Julie Ann Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Carroll located?
Julie Ann Carroll is based in ROCKVILLE, Maryland, working with OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Julie Ann Carroll charge for services?
Julie Ann Carroll'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 OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC?
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC has approximately 8 employees and manages $313M 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)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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