Elizabeth
Schleifer

Armstrong, Fleming & Moore, Inc

CRD#6622450
Investment Advisor
in Washington, DC

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About this Advisor

Elizabeth Schleifer is a financial advisor based in Washington, District of Columbia, working with Armstrong, Fleming & Moore, Inc. Elizabeth has previously held positions at Armstrong, Fleming & Moore, Inc, Cava Mezze, University Of Maryland, and Commonwealth Financial Network. Elizabeth has passed the Series 63 regulatory exam and is registered to provide services in the District of Columbia, Maryland, and Virginia. Currently, Elizabeth is part of Armstrong, Fleming & Moore, Inc, which operates out of Washington, District of Columbia. The firm has 20 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Armstrong, Fleming & Moore, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1800 M Street Nw #1010-S
Washington, DC 20036

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Armstrong, Fleming & Moore, Inc Brokerage Details

Total Assets Under Management

$1,039,470,881

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

20

DC Average: 60
Total Number of Accounts

447

DC Average: 205
Average Account Size

$2,325,438

DC Average: $23,834,889

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Elizabeth Schleifer Work History

2021 - Present (3 years)

Armstrong, Fleming & Moore, Inc

2017 - Present (7 years)

Commonwealth Financial Network

2016 - 2016 (< 1 year)

Armstrong, Fleming & Moore, Inc

2016 - 2021 (5 years)

Armstrong, Fleming & Moore, Inc

2013 - 2014 (1 year)

Univeristy Of Maryland

2012 - 2023 (11 years)

Cava Mezze

Disclosures

Please visit the SEC profile of Elizabeth Schleifer 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 Armstrong, Fleming & Moore, Inc

Sumedha Malhotra
Washington, DC
John Wittelsberger
Washington, DC
Nicolette Davicino
Washington, DC
Joshua Kaplan
Washington, DC
Elizabeth Schleifer
Washington, DC
Mitchell Strobel
Washington, DC
Christopher Rivers
Washington, DC
Ryan Fleming
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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