Carol Petrov, financial advisor Rockville MD
96 score

Carol Petrov

CRD Number: 4438703
Current Firm: Kendall Capital Management

Carol Petrov (CRD# 4438703) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 15 years of experience in the finance industry. Carol Petrov has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kendall Capital Management Rockville, MD May 2014 - Current 2
Morgan Stanley Smith Barney Bethesda, MD Jun 2009 - May 2014 4
Morgan Stanley & Company Incorporated Bethesda, MD Nov 2008 - May 2014 5
Park Avenue Securities, LLC Bethesda, MD Apr 2007 - Nov 2008 1
Guardian Life Insurance Company Bethesda, MD Mar 2007 - Nov 2008 1
American Express Financial Advisors Rockville, MD Aug 2001 - Mar 2007 5
Ids Life Insurance Company Rockville, MD Aug 2001 - Mar 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Carol L. Petrov
Phone Number: 301-838-9110
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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