Unclaimed
Stephen Knapp is a Financial Advisor at Carderock Capital Management, Inc., a firm based in Chevy Chase, MD. Stephen is registered with the state of Maryland as an Investment Advisor Representative (IAR). Stephen has been in the financial services industry since January 2012. Stephen is a Chartered Financial Analyst (CFA).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MD
01/07/2025 - Present
Carderock Capital Management, Inc. (CHEVY CHASE MD)
Active
Inactive
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