Wakefield Capital Management, Inc.

Wakefield Capital Management, Inc. (CRD# 151096) is a financial advisory firm headquartered in Chevy Chase, MD. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

MD

Financial Advisors at Wakefield Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Sean P. Murphy
CRD#: 5710997
2 Wisconsin Circle, Suite 540, Chevy Chase, MD 20815
93
Wealthminder
score

Sean Murphy (CRD# 5710997) is an Investment Advisor Representative working at Wakefield Capital Management, Inc. in Chevy Chase, MD and has over 7 years of experience in the finance industry.

2
Edward P. Nordberg
CRD#: 5710993
2 Wisconsin Circle, Suite 540, Chevy Chase, MD 20815
93
Wealthminder
score

Edward Nordberg (CRD# 5710993) is an Investment Advisor Representative working at Wakefield Capital Management, Inc. in Chevy Chase, MD and has over 7 years of experience in the finance industry.

3
Daniel L. Willison Jr.
CRD#: 5711271
2 Wisconsin Circle, Suite 540, Chevy Chase, MD 20815
93
Wealthminder
score

Daniel Willison Jr. (CRD# 5711271) is an Investment Advisor Representative working at Wakefield Capital Management, Inc. in Chevy Chase, MD and has over 7 years of experience in the finance industry.

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