Financial advisers in Potomac, Maryland
4 profiles with reported offices in Potomac, Maryland. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Heather McGolerickInvestment adviser representativeMeritis Wealth ManagementCRD 2341762
Laura MarkoffInvestment adviser representativeMeritis Wealth ManagementCRD 4884992
James BrownManaging PrincipalMeritis Wealth ManagementCRD 4895673
Irina GabidullinaInvestment adviser representativeDonalies Financial PlanningCRD 7205882
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.