Plotkin Financial Advisors, LLC

Plotkin Financial Advisors, LLC (CRD# 127635) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $162,905,695 in 695 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    695
    ACCOUNTS
  • Average Account Value
    $234,397
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MD, NY, PA, TX, VA

Financial Advisors at Plotkin Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shimshon Plotkin
CRD#: 2431863
8401 Connecticut Avenue, Suite 403, Chevy Chase, MD 20815

Shimshon Plotkin (CRD# 2431863) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has over 30 years of experience in the finance industry.

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