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Momodou L. Bojang

AXIOM VALUE WEALTH MANAGEMENT LLC
ROCKVILLE, MD 20850
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CRD#: 5386144
MB

Professional summary


Momodou L. Bojang is a registered financial advisor currently at AXIOM VALUE WEALTH MANAGEMENT LLC located in Rockville, Maryland.

Momodou is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Momodou has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
-AXIOM VALUE, LLC-Founder & CEO -Investment, Insurance & Retirement Planning INVEST RELATED Yes #HRS 10, start date: 10/2012.9201 CORPORATE BLVD.SUITE 270 ROCKVILLE, MD, USA, 20850

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Momodou L. Bojang's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 8, 2025 - Present

AXIOM VALUE WEALTH MANAGEMENT LLC

Office #1: 9211 Corporate Blvd Suite 200, Rockville, MD 20850
RIA
CRD#: 334047
ROCKVILLE, MD
Past

June 14, 2024 - April 10, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
FALLS CHURCH, VA
Past

January 9, 2014 - April 15, 2025

USADVISORS WEALTH MANAGEMENT, LLC

RIA
CRD#: 158108
POOLESVILLE, MD
Past

August 19, 2013 - January 10, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
POOLESVILLE, MD
Past

December 7, 2012 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
ALEXANDRIA, VA
Past

October 1, 2012 - December 7, 2012

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
NORTH BERGEN, NJ
Past

February 11, 2009 - September 6, 2012

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK, NY
Past

September 17, 2007 - February 19, 2008

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
BETHESDA, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
District of Columbia
(6/2/2025)
IAR
Florida
(4/18/2025)
IAR
Maryland
(4/8/2025)
IAR
Virginia
(4/21/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AV
AXIOM VALUE WEALTH MANAGEMENT LLC
AXIOM VALUE WEALTH MANAGEMENT LLC

CRD#: 334047 / SEC#:

District of Columbia
Registered Investment Advisory firm - (6/2/2025 Approved)
Florida
Registered Investment Advisory firm - (4/18/2025 Approved)
Maryland
Registered Investment Advisory firm - (4/8/2025 Approved)
Virginia
Registered Investment Advisory firm - (4/21/2025 Approved)
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Contact information


Main Address
9211 Corporate Blvd Suite 200, Rockville, MD 20850
Mailing Address
Phone number
(240) 863-3688
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts321
AUM (Assets Under Management)$ 60,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AXIOM VALUE WEALTH MANAGEMENT LLC

CRD#: 334047Rockville, MD 20850

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