Carter Shaffer, financial advisor Frederick MD

Carter Shaffer

CRD Number: 6748338
Current Firm: Monocacy Wealth Management, LLC

Carter Shaffer (CRD# 6748338) is an Investment Advisor Representative working at Monocacy Wealth Management, LLC in Frederick, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Monocacy Wealth Management, LLC Frederick, MD Aug 2021 - Current < 1
Nylo Realty LLC Mclean, VA Oct 2019 - Current 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
Contact Info for Carter Shaffer
Phone Number: 301-694-9712
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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