Advisors at this firm
Brian C
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Brian Coll is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 28 years of industry experience. He holds a Series 66 designation and has been with the firm since 2014. Based in Washington, DC, Coll has a background focused on serving high-net-worth clients within a multi-team environment. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a focused advisory business, tailoring investment strategies to client objectives and managing portfolios through equities, fixed income, mutual funds, and ETFs.
Nicholas F
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Nicholas Folger is a financial advisor at Folger Nolan Fleming Douglas Incorporated with three years of industry experience. He holds a Series 66 designation and has worked previously at Aquarian Holdings, Gallatin Loan Management, Radile Insights, and Insureon. Folger is also a portfolio manager at Folger Nolan Fleming Douglas Capital Management Inc., where he focuses on securities research and investment management. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives through equities, fixed income, mutual funds, and ETFs.
Daniel H
Series 63, Series 65
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Daniel Healey is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC. He holds Series 63 and Series 65 designations and has 35 years of industry experience, including over three decades with his current firm. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and emphasizes tailored investment strategies implemented on an account-by-account basis.
Bryan B
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Bryan Baquer is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 27 years of industry experience. He holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2006. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to the client’s objectives and managing portfolios through equities, fixed income, mutual funds, and ETFs.
W B
Series 63, Series 65
Washington, DC
Folger Nolan Fleming Douglas Incorporated
W Booth is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2008. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on tailored investment strategies implemented through equities, fixed income, mutual funds, and ETFs. The firm combines broker-dealer operations with a limited advisory business and supports ongoing wealth management activities typical of multi-team advisers.
Catherine P
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Catherine Portner is a financial advisor at Folger Nolan Fleming Douglas Incorporated with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and held roles in small business consulting and the hospitality sector. Outside of finance, she was involved with Portner Brewhouse for six years. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a focused advisory business, tailoring investment strategies to client objectives and conducting regular portfolio reviews without exercising investment discretion.
Raymond M
Series 63, Series 66
Cambridge, MD
Folger Nolan Fleming Douglas Incorporated
Raymond Mc Keating is a financial advisor at Folger Nolan Fleming Douglas Incorporated with four years of experience, including roles at Edward Jones, Transamerica Capital Inc, and Salient Partners. He holds Series 63 and Series 66 designations. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and implements investment strategies tailored to the client’s objectives through equities, fixed income, mutual funds, and ETFs.
Edward K
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Edward Kaganov is a financial advisor at Folger Nolan Fleming Douglas Incorporated, holding a Series 66 designation with 20 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005. Folger Nolan Fleming Douglas provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and implements tailored investment strategies through equities, fixed income, mutual funds, and ETFs.
Matthew B
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Matthew Bigelow is a financial advisor with Folger Nolan Fleming Douglas Incorporated and holds a Series 66 designation. He has 10 years of industry experience, primarily with Folger Nolan Fleming Douglas entities since 2013. His role includes securities research and assisting with investment management. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on tailored investment strategies and coordination with the client’s other professionals. The firm operates as both a broker-dealer and SEC-registered investment adviser, managing portfolios with a combination of equities, fixed income, mutual funds, and ETFs.
Konstantina K
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Konstantina Karterouli is a financial advisor at Folger Nolan Fleming Douglas Incorporated with five years of industry experience. She holds a Series 66 designation and has been with Folger Nolan Fleming Douglas Capital Management Inc. since 2020. Her prior roles include positions at Dumbarton Oaks, Arthur Al, Artsy Inc., and Catholic University. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with other professionals. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives and managing accounts on an individual, non-discretionary basis.
Christopher D
Series 63, Series 65
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Christopher Durchanek is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 31 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as Vice President of Folger Nolan Fleming Douglas Insurance Agency Inc., where he supervises insurance sales activities. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with advisory services, tailoring investment strategies to client objectives and conducting regular portfolio reviews and reporting.
Angela M
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Angela Moreira is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 21 years of industry experience. She holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2003. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with other professionals. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives and financial circumstances.
Laura F
Series 63, Series 65, Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Laura Faul is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Folger Nolan Fleming Douglas since 2001. Folger Nolan Fleming Douglas provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, offering portfolio review, investment recommendations, and coordination with other professionals. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives and conducting regular account reviews through its clearing custodian.
Andrew M
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Andrew Mc Gregor is a financial advisor at Folger Nolan Fleming Douglas Incorporated with three years of industry experience. He holds a Series 66 designation and has worked at Folger Nolan Fleming Douglas Capital Management Inc. since 2022. Prior to this, his background includes roles in education and self-employment. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, offering tailored investment strategies and coordination with other client professionals. The firm combines broker-dealer operations with a limited advisory business, focusing on portfolio review and execution services.
Stephen B
Series 63, Series 65
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Stephen Baker is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a limited advisory business, offering tailored investment strategies and ongoing portfolio review through a multi-team approach.