Mbi LLC

Mbi LLC (CRD# 170858) is a financial advisory firm headquartered in Bethesda, MD. They manage $298,000,000 in 159 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $1,874,214
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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 - 5 of 5 top financial advisors.
1
Judith P. Barnhard
CRD#: 4566341
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

Judith Barnhard (CRD# 4566341) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry. Judith Barnhard 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
Debora E. May
CRD#: 4567573
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

Debora May (CRD# 4567573) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry. Debora May 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
Jane O. Rowny
CRD#: 5771500
,

Jane Rowny (CRD# 5771500) is an Investment Advisor Representative working at Mbi LLC in , and has 1 year of experience in the finance industry. Jane Rowny 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
Aleksandr S. Seleznev
CRD#: 5716633
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

Aleksandr Seleznev (CRD# 5716633) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry. Aleksandr Seleznev 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
Joshua Hahn
CRD#: 7574643
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

Joshua Hahn (CRD# 7574643) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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