Nathan Gendelman, financial advisor Bethesda MD
93 score

Nathan Gendelman

CRD Number: 4579975
Current Firm: The Family Firm, Inc.

Nathan Gendelman (CRD# 4579975) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
The Family Firm Bethesda, MD Jul 2004 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for Nathan J. Gendelman
Phone Number: 301-656-3999
Registered State(s):
  • MD
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    469
    MILLIONS
  • Total Number of Accounts
    1,528
    ACCOUNTS
  • Average Account Value
    $307,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DC, MD, NC, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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