Keyan Abrishamkar, financial advisor Rockville MD

Keyan Abrishamkar

CRD Number: 5064197
Current Firm: Woodbury Financial Services, Inc.

Keyan Abrishamkar (CRD# 5064197) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Rockville, MD and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services, Inc. Mclean, VA Jul 2018 - Current 3
Woodbury Financial Services, Inc. Mclean, VA Jul 2018 - Current 3
Capital One Investing, LLC Gaithersburg, MD Jan 2015 - Jul 2018 3
Capital One Advisors, LLC Gaithersburg, MD Jan 2015 - Jul 2018 3
Capital One Investment Services LLC Bethesda, MD May 2010 - Jan 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Keyan Abrishamkar
Phone Number: 800-800-2638
Registered State(s):
  • CA
  • DC
  • FL
  • MD
  • NC
  • PA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    21,345
    MILLIONS
  • Total Number of Accounts
    91,382
    ACCOUNTS
  • Average Account Value
    $233,575
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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