Carmichael Hill & Associates Inc.

Carmichael Hill & Associates Inc. (CRD# 105213) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $150,000,000 in 653 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $229,709
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Carmichael Hill & Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
James H. Stewart
CRD#: 3053760
18 East Diamond Ave, Gaithersburg, MD 20877
96
Wealthminder
score

James Stewart (CRD# 3053760) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 18 years of experience in the finance industry. James Stewart 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.

2
Susan D. Victory
CRD#: 2561952
18 East Diamond Ave, Gaithersburg, MD 20877
96
Wealthminder
score

Susan Victory (CRD# 2561952) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 21 years of experience in the finance industry. Susan Victory 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.

3
Rebecca A. Carmichael
CRD#: 5745132
18 East Diamond Ave, Gaithersburg, MD 20877
93
Wealthminder
score

Rebecca Carmichael (CRD# 5745132) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 6 years of experience in the finance industry.

4
Jeffrey C. Grodsky
CRD#: 4481027
18 East Diamond Ave, Gaithersburg, MD 20877
84
Wealthminder
score

Jeffrey Grodsky (CRD# 4481027) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 9 years of experience in the finance industry. Jeffrey Grodsky 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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