Fbb Capital Partners

Fbb Capital Partners (CRD# 108967) is a financial advisory firm headquartered in Bethesda, MD. They manage $910,050,743 in 2,415 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    910
    MILLION
  • Total Number of Accounts
    2,415
    ACCOUNTS
  • Average Account Value
    $376,833
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
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.

AZ, CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, ME, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV

Financial Advisors at Fbb Capital Partners
Showing 1 - 10 of 11 top financial advisors.
1
Kathleen V. Hastings
CRD#: 1745993
1600 Tysons Blvd., 8th Floor, Mclean, VA 22102
96
Wealthminder
score

Kathleen Hastings (CRD# 1745993) is an Investment Advisor Representative working at Fbb Capital Partners in Mclean, VA and has over 27 years of experience in the finance industry. Kathleen Hastings 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
Maggi M. Keating
CRD#: 2137303
1600 Tysons Blvd., 8th Floor, Mclean, VA 22102
96
Wealthminder
score

Maggi Keating (CRD# 2137303) is an Investment Advisor Representative working at Fbb Capital Partners in Mclean, VA and has over 25 years of experience in the finance industry. Maggi Keating 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
Michael J. Mussio
CRD#: 4273011
4520 East-west Highway, Suite 450, Bethesda, MD 20814
96
Wealthminder
score

Michael Mussio (CRD# 4273011) is an Investment Advisor Representative working at Fbb Capital Partners in Bethesda, MD and has over 15 years of experience in the finance industry. Michael Mussio 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.

4
Stein A. Olavsrud
CRD#: 4055485
127 N. Washington Street, Easton, MD 21601
96
Wealthminder
score

Stein Olavsrud (CRD# 4055485) is an Investment Advisor Representative working at Fbb Capital Partners in Easton, MD and has over 16 years of experience in the finance industry. Stein Olavsrud 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.

5
Jaime G. Quiros
CRD#: 4324788
4520 East-west Highway, Suite 450, Bethesda, MD 20814
96
Wealthminder
score

Jaime Quiros (CRD# 4324788) is an Investment Advisor Representative working at Fbb Capital Partners in Bethesda, MD and has over 15 years of experience in the finance industry. Jaime Quiros 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.

6
Susan B. Fulton
CRD#: 719294
4520 East-west Highway, Suite 450, Bethesda, MD 20814
93
Wealthminder
score

Susan Fulton (CRD# 719294) is an Investment Advisor Representative working at Fbb Capital Partners in Bethesda, MD and has over 35 years of experience in the finance industry.

7
Margaret C. Stillman
CRD#: 1636535
4326 Montgomery Avenue, Bethesda, MD 20814
93
Wealthminder
score

Margaret Stillman (CRD# 1636535) is an Investment Advisor Representative working at Fbb Capital Partners in Bethesda, MD and has over 25 years of experience in the finance industry.

8
Sandra A. Kingsley
CRD#: 4370219
4520 East-west Highway, Suite 450, Bethesda, MD 20814
90
Wealthminder
score

Sandra Kingsley (CRD# 4370219) is an Investment Advisor Representative working at Fbb Capital Partners in Bethesda, MD and has 1 year of experience in the finance industry. Sandra Kingsley 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.

9
David W. Malmgren
CRD#: 4294740
4520 East-west Highway, Suite 450, Bethesda, MD 20814
90
Wealthminder
score

David Malmgren (CRD# 4294740) is an Investment Advisor Representative working at Fbb Capital Partners in Bethesda, MD and has 1 year of experience in the finance industry.

10
Jane S. O'mara
CRD#: 6394366
127 N. Washington St, Easton, MD 21601
90
Wealthminder
score

Jane O'mara (CRD# 6394366) is an Investment Advisor Representative working at Fbb Capital Partners in Easton, MD and has 1 year of experience in the finance industry. Jane O'mara 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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