Carol Petrov has been Vice President & Senior Relationship Manager of Kendall Capital Management since March 2018, is a control person of the firm and directly owns under 5% of it. Carol Petrov holds a Bachelor's degree from The George Washington University School of Business.
Kendall Capital Management is a Rockville, MD firm with $744M under management, 352 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Carol Petrov is Vice President & Senior Relationship Manager at Kendall Capital, based in Rockville, Maryland. She has over 20 years of experience as a financial planner and relationship manager and joined Kendall Capital in 2014. She works with estate attorneys and accountants to help clients get the advice they need, understand their plan, and take action. She began her career with Ameriprise as a financial advisor in 2001 and, after seven years, joined Morgan Stanley as a senior client service associate.
Carol Petrov’s longest registration is the current one, 12 years at Kendall Capital Management since 2014. Before joining Kendall Capital Management in 2014, Carol Petrov was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Kendall Capital ManagementCurrent– present · 12 yearsRockville, MD · Adviser representative · Firm CRD 134740
- Morgan Stanley– · 4 yearsBethesda, MD · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearBethesda, MD · Adviser representative · Firm CRD 8209
- Park Avenue Securities LLC– · 1 yearBethesda, MD · Adviser representative · Firm CRD 46173
- Ameriprise Financial Services, Inc.– · 5 yearsBethesda, MD · Adviser representative · Firm CRD 6363
Professional designations
Listed by Kendall Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Carol Petrov is registered as an investment adviser representative in Maryland, since May 2014.
- MarylandSince 22 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 October 2001 |
| Series 7 | General Securities Representative Examination | 25 September 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Carol Larissa Petrov
- CRD
- 4438703
- Firm
- Kendall Capital Management · CRD 134740
- Role
- Vice President & Senior Relationship Manager
- Office
- 2000 TOWER OAKS BOULEVARD, SUITE 240, Rockville, MD 20852
- Registration
- Investment adviser registration
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kendallcapital.com
Where does Carol Petrov work?
Carol Petrov has been Vice President & Senior Relationship Manager of Kendall Capital Management since March 2018, and is a control person of the firm.
Is Carol Petrov a financial advisor?
Yes. Carol Petrov has a current investment-adviser registration in Maryland, through Kendall Capital Management since May 2014.
How many years of experience does Carol Petrov have?
Carol Petrov has 25 years in the financial industry, since October 2001, across 5 adviser firms.
What exams has Carol Petrov passed?
Carol Petrov has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2001.
Where did Carol Petrov work before Kendall Capital Management?
Before Kendall Capital Management, Carol Petrov was registered through Morgan Stanley & Co. Incorporated, November 2008 to June 2009; Park Avenue Securities LLC, April 2007 to November 2008; Ameriprise Financial Services, Inc., October 2001 to April 2007.
Where is Carol Petrov based?
Carol Petrov’s registered office is in Rockville, MD.
Is Carol Petrov registered with FINRA?
No. Carol Petrov has no current broker registration.
Is Carol Petrov a CFP?
Kendall Capital Management lists Carol Petrov with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Carol Petrov’s record?
Search CRD 4438703 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carol Petrov’s full registration record.
