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James Williams Mersereau

Carderock Capital Management, Inc.

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About James Williams Mersereau

James Mersereau is a financial advisor with Carderock Capital Management, Inc. based in Chevy Chase, Maryland. James is registered as an Investment Advisor Representative with the state of Maryland. James has been in the industry since 1986. James has a Series 65 license and is a Chartered Financial Analyst. James's experience and credentials demonstrate a strong commitment to providing clients with high-quality financial advice.

Firm Information

James Mersereau is currently registered with Carderock Capital Management, Inc.. Carderock Capital Management, Inc. is a registered investment advisor located in Chevy Chase, MD. The firm manages approximately $665,854,051 in assets and provides portfolio management services for individuals, businesses, and charitable organizations.
Carderock Capital Management, Inc.

2 WISCONSIN CIRCLE, SUITE 600

CHEVY CHASE, MD 20815-7020

$665.85M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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James Mersereau’s Registration & Firm History

MD

01/07/2025 - Present

Carderock Capital Management, Inc. (CHEVY CHASE MD)

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Licenses & Designations

IA

Issued 07/12/1996

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Williams Mersereau.
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