Monocacy Wealth Management, LLC

Monocacy Wealth Management, LLC (CRD# 315979) is a financial advisory firm headquartered in Frederick, MD. They manage $17,508,540 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9099 Ridgefield Drive, Suite 205, Frederick, MD 21701
https://www.monacacywm.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $153,584
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Monocacy Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carter Shaffer, financial advisor Frederick MD
Carter Shaffer
CRD#: 6748338
9099 Ridgefield Drive, Suite 205, Frederick, MD 21701

Carter Shaffer (CRD# 6748338) is an Investment Advisor Representative working at Monocacy Wealth Management, LLC in Frederick, MD and has over 5 years of experience in the finance industry.

2
Timothy Miller, financial advisor Frederick MD
Timothy L. Miller
CRD#: 6747255
9099 Ridgefield Drive, Suite 205, Frederick, MD 21701

Timothy Miller (CRD# 6747255) is an Investment Advisor Representative working at Monocacy Wealth Management, LLC in Frederick, MD and has over 2 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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