Plotkin Financial Advisors, LLC

Plotkin Financial Advisors, LLC (CRD# 127635) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $111,221,000 in 425 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $261,696
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, FL, MD, VA

Financial Advisors at Plotkin Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael A. Edberg
CRD#: 4531892
8401 Connecticut Avenue, Suite 400, Chevy Chase, MD 20815
101
Wealthminder
score

Michael Edberg (CRD# 4531892) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has 20 years of experience in the finance industry. Free review of your 401k or 403b retirement plan (301)907-9790.

2
Ittai Dvir
CRD#: 5692050
8401 Connecticut Avenue, Suite 400, Chevy Chase, MD 20815
93
Wealthminder
score

Ittai Dvir (CRD# 5692050) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has over 7 years of experience in the finance industry.

3
Shimshon Plotkin
CRD#: 2431863
8401 Connecticut Avenue, Suite 403, Chevy Chase, MD 20815
86
Wealthminder
score

Shimshon Plotkin (CRD# 2431863) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has over 24 years of experience in the finance industry. Shimshon Plotkin 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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