W
Booth

Folger Nolan Fleming Douglas Inc

CRD#1216982
Investment Advisor
in Washington, DC

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About this Advisor

W Booth is a financial advisor based in Washington, District of Columbia, working with Folger Nolan Fleming Douglas Inc. W Booth has previously held positions at Morgan Stanley & Co., Inc and Morgan Stanley Smith Barney. W Booth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia and Virginia. Currently, W Booth is part of Folger Nolan Fleming Douglas Inc, which operates out of Washington, District of Columbia. The firm has 2 offices and 52 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Folger Nolan Fleming Douglas Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

725 15Th Street N.W. 2Nd Floor, Suite 200
Washington, DC 20005-2109

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Folger Nolan Fleming Douglas Inc Brokerage Details

Total Assets Under Management

$1,023,458,738

DC Average: $4,886,152,200
Total Number of Employees

52

DC Average: 60
Total Number of Accounts

697

DC Average: 205
Average Account Size

$1,468,377

DC Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

W Booth Work History

2009 - Present (15 years)

Morgan Stanley Smith Barney

2008 - Present (16 years)

Morgan Stanley & Co., Inc

Disclosures

Please visit the SEC profile of W Booth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Folger Nolan Fleming Douglas Inc

Konstantina Karterouli
Washington, DC
Ashley Wetzel
Washington, DC
Andrew Mcgregor
Washington, DC
Matthew Bigelow
Washington, DC
William Fryer
Cambridge, MD
Kevin Flaherty
Cambridge, MD
Nicholas Folger
Washington, DC
Robert Kwiatkowski
Washington, DC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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