Carmichael Hill & Associates Inc.

Carmichael Hill & Associates Inc. (CRD# 105213) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $342,912,793 in 893 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
18 East Diamond Ave, Gaithersburg, MD 20877
https://www.facebook.com/carmichael-hill-108235637610899
By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    893
    ACCOUNTS
  • Average Account Value
    $384,001
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
The map below shows states where this firm has explicit registration only.

DC, LA, MD, NH, TX, VA

Financial Advisors at Carmichael Hill & Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Bacon, financial advisor Gaithersburg MD
Matthew L. Bacon
CRD#: 6018492
18 East Diamond Ave, Gaithersburg, MD 20877

Matthew Bacon (CRD# 6018492) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 12 years of experience in the finance industry.

2
James Stewart, financial advisor Gaithersburg MD
James H. Stewart
CRD#: 3053760
18 East Diamond Ave, Gaithersburg, MD 20877

James Stewart (CRD# 3053760) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 25 years of experience in the finance industry.

3
Phillip Garrett, financial advisor Gaithersburg MD
Phillip Garrett
CRD#: 7232245
18 East Diamond Ave, Gaithersburg, MD 20877

Phillip Garrett (CRD# 7232245) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 3 years of experience in the finance industry.

4
Morgan Tester, financial advisor Gaithersburg MD
Morgan P. Tester
CRD#: 7028331
18 East Diamond Ave, Gaithersburg, MD 20877

Morgan Tester (CRD# 7028331) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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