Mbi LLC

Mbi LLC (CRD# 170858) is a financial advisory firm headquartered in Bethesda, MD. They manage $145,000,000 in 78 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $1,858,974
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
  • 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 Mbi LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wendy M. Moyers
CRD#: 2656926
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814
96
Wealthminder
score

Wendy Moyers (CRD# 2656926) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has over 22 years of experience in the finance industry. Wendy Moyers 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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