Torray LLC

Torray LLC (CRD# 105818) is a financial advisory firm headquartered in Bethesda, MD. They manage $658,972,563 in 317 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    659
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $2,078,778
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, CT, DC, FL, MA, MD, NC, NH, NY, TX, VA, WI

Financial Advisors at Torray LLC
Showing 1 - 7 of 7 top financial advisors.
1
James D. Bailey
CRD#: 2963249
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

James Bailey (CRD# 2963249) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has over 23 years of experience in the finance industry.

2
Nicholas C. Haffenreffer
CRD#: 2854277
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

Nicholas Haffenreffer (CRD# 2854277) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has over 23 years of experience in the finance industry.

3
Shawn M. Hendon
CRD#: 4373187
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

Shawn Hendon (CRD# 4373187) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has 1 year of experience in the finance industry.

4
Suzanne E. Kellogg
CRD#: 4966433
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

Suzanne Kellogg (CRD# 4966433) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has over 7 years of experience in the finance industry.

5
Jeffrey D. Lent
CRD#: 1735135
131 Dartmouth St., 3rd Floor - Suite 75, Boston, MA 02116

Jeffrey Lent (CRD# 1735135) is an Investment Advisor Representative working at Torray LLC in Boston, MA and has over 32 years of experience in the finance industry.

6
Robert E. Torray
CRD#: 4325898
7501 Wisconsin Ave., Suite 750w, Bethesda, MD 20814

Robert Torray (CRD# 4325898) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has 1 year of experience in the finance industry.

7
Brian R. Zaczynski
CRD#: 7060630
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

Brian Zaczynski (CRD# 7060630) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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