Carter Shaffer (CRD# 6748338) is an Investment Advisor Representative working at Monocacy Wealth Management, LLC in Frederick, MD and has over 5 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monocacy Wealth Management, LLC | Frederick, MD | Aug 2021 - Current | 2 |
| Nylo Realty LLC | Mclean, VA | Oct 2019 - Jan 2022 | 2 |
| Faragalla And Associates | Frederick, MD | Jul 2021 - Aug 2021 | < 1 |
| Xml Financial, LLC | Rockville, MD | Jul 2018 - Aug 2019 | 1 |
| Unemployed | New Market, MD | Jun 2018 - Jul 2018 | < 1 |
| Wells Fargo Advisors | Baltimore, MD | Jan 2017 - May 2018 | 1 |
| University Of Maryland | College Park, MD | Aug 2016 - May 2018 | 1 |
| Buffalo Wild Wings | Ijamsville, MD | Jun 2016 - Dec 2016 | < 1 |
| Frederick Community College | Frederick, MD | Aug 2014 - May 2016 | 1 |
| Kintivo | Reston, VA | May 2014 - May 2016 | 2 |
| Mount Airy Christian Academy | Mt Airy, MD | Sep 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- MD
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$153,584
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MD
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