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Carol Larissa Petrov

Kendall Capital Management

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About Carol Larissa Petrov

Carol Larissa Petrov is a financial advisor with over 15 years of experience in the industry. Carol Petrov is currently registered with Kendall Capital Management and is also registered in Maryland as an Investment Advisor Representative. Before joining Kendall Capital Management, Carol Petrov worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, Park Avenue Securities LLC, and Ameriprise Financial Services, Inc. Carol Petrov holds Series 7 and Series 66 securities licenses and is also a Certified Financial Planner. Carol Petrov specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Carol Petrov is currently registered with Kendall Capital Management. Kendall Capital Management is an investment advisor based in Rockville, MD. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $519,787,468 in assets for 1,440 clients.
Kendall Capital Management

2000 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$519.79M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carol Petrov’s Registration & Firm History

MD

05/22/2014 - Present

Kendall Capital Management (ROCKVILLE MD)

MD

06/01/2009 - 05/27/2014

MORGAN STANLEY (BETHESDA MD)

MD

11/07/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)

MD

04/11/2007 - 11/05/2008

PARK AVENUE SECURITIES LLC (BETHESDA MD)

MD

09/26/2001 - 04/09/2007

AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)

MN

09/26/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carol Larissa Petrov.
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