Advisor at Armstrong, Fleming & Moore, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, DC 20036
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Sumedha Malhotra is a Certified Financial Planner (CFP®) with 12 years of industry experience. She has worked at Armstrong, Fleming & Moore, Inc. since 2019 and has prior experience with firms including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Armstrong, Fleming & Moore is a registered investment adviser serving primarily high-income and high-net-worth individuals and families. The firm provides portfolio management and financial planning with a focus on tailored asset allocations and multi-year holding periods, managing over $1 billion on a discretionary basis as of the end of 2024.
Based on Armstrong, Fleming & Moore, Inc.
Based on Armstrong, Fleming & Moore, Inc.
Based on Armstrong, Fleming & Moore, Inc.
Retirement Plan Consulting services offered on negotiated flat, fixed, hourly, or asset-based fee basis.
$0 - $5 Million: 1.00% $5 Million - $10 Million: 0.60% $10 Million+: 0.40%
Advisors are registered representatives of Commonwealth and may earn commissions on securities and insurance products sold; commissions may be higher or lower than other broker-dealers.
Hourly consultation fees up to $900 per hour for principals, $300 per hour for financial planners/advisors, $150 per hour for paraplanners; negotiable.
Account minimum: $1,000,000 Fee-only: Financial planning hourly fees up to $900 per hour for principals, $300 per hour for financial planners/advisors, $150 per hour for paraplanners; negotiable; prepayment may be required up to $1200 for financial planning services.
1800 M Street Nw, #1010 S
Washington, DC 20036
District of Columbia
Armstrong Fleming & Moore Inc.
2019 - Present (7 years)
Commonwealth Financial Network
2019 - Present (7 years)
Financial Engines Advisors L.L.C.
2018 - 2019 (1 year)
EF Legacy Securities, LLC
2017 - 2018 (1 year)
Edelman Financial Services, Llc
2017 - 2018 (1 year)
UnEmployed
2017 - 2017 (1 year)
Pathstone Federal Street
2016 - 2017 (1 year)
Convergent Wealth Advisors, LLC
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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