James Mersereau has been an investment adviser representative at Carderock Capital Management since January 2025, and is not listed among the firm’s executive officers or direct owners.
Carderock Capital Management, Inc. is a Chevy Chase, MD firm with $677M under management, 221 clients and 4 advisers in one office, as of its February 2026 filing.
- – present · 36 yearsChevy Chase, MD · Adviser representative · Firm CRD 104570
Investment adviser representative registrations
James Mersereau is registered as an investment adviser representative in Maryland, since January 2025.
- MarylandSince 7 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 July 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Williams Mersereau
- CRD
- 1951730
- Firm
- Carderock Capital Management · CRD 104570
- Office
- 2 WISCONSIN CIRCLE, SUITE 600, Chevy Chase, MD 20815-7020
- Registration
- Investment adviser registration
- In the industry since
- October 1990
- Disciplinary history
- Not yet shown here · SEC record
Where does James Mersereau work?
James Mersereau is an investment adviser representative registered through Carderock Capital Management, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is James Mersereau a financial advisor?
Yes. James Mersereau has a current investment-adviser registration in Maryland, through Carderock Capital Management since January 2025.
How many years of experience does James Mersereau have?
James Mersereau has 36 years in the financial industry, since October 1990, across 1 adviser firm.
What exams has James Mersereau passed?
James Mersereau passed the Series 65 in July 1996.
Where is James Mersereau based?
James Mersereau’s registered office is in Chevy Chase, MD.
Is James Mersereau registered with FINRA?
No. James Mersereau has no current broker registration.
How can I verify James Mersereau’s record?
Search CRD 1951730 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Mersereau’s full registration record.