Obsidian Personal Planning Solutions, LLC
Obsidian Personal Planning Solutions, LLC (CRD# 168342) is a financial advisory firm headquartered in Rockville, MD. They manage $312,821,881 in 864 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management313MILLION
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Total Number of Accounts864ACCOUNTS
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Average Account Value$362,062
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, DE, FL, MA, MD, NC, NY, OH, PA, TX, VA
Patrick Carroll (CRD# 1073745) is an Investment Advisor Representative working at Obsidian Personal Planning Solutions, LLC in Rockville, MD and has over 29 years of experience in the finance industry.
Todd Feldman (CRD# 2772420) is an Investment Advisor Representative working at Obsidian Personal Planning Solutions, LLC in Rockville, MD and has over 27 years of experience in the finance industry.
Jay Wilen (CRD# 4002344) is an Investment Advisor Representative working at Obsidian Personal Planning Solutions, LLC in Rockville, MD and has over 24 years of experience in the finance industry.
Pamela Flick (CRD# 3218433) is an Investment Advisor Representative working at Obsidian Personal Planning Solutions, LLC in Rockville, MD and has 1 year of experience in the finance industry.
Vincent McCarron (CRD# 4472030) is an Investment Advisor Representative working at Obsidian Personal Planning Solutions, LLC in Rockville, MD and has over 22 years of experience in the finance industry.