Anna C. N'jie-konte

PODER WEALTH ADVISORS

BETHESDA, MD 20814

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CRD#: 5942943

Professional summary

Anna Clarette N'jie-konte, CFP®, who also goes by Anna N'jie, is a registered financial advisor currently at PODER WEALTH ADVISORS located in Bethesda, Maryland.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Anna has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anna N'jie

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Clarette N'jie-konte'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

February 7, 2025 - Present

PODER WEALTH ADVISORS

Office #1: 4933 Auburn Ave Ste 2, Bethesda, MD 20814

RIA

CRD#: 332301

BETHESDA, MD

Past

August 22, 2024 - December 31, 2024

PODER WEALTH ADVISORS

RIA

CRD#: 332301

BETHESDA, MD

Past

January 4, 2023 - July 23, 2024

RE-ENVISION WEALTH

RIA

CRD#: 299357

Brentwood, NY

Past

August 9, 2019 - June 16, 2023

DARE TO DREAM FINANCIAL PLANNING

RIA

CRD#: 304866

SILVER SPRING, MD

Past

May 8, 2015 - February 12, 2019

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

WASHINGTON, DC

Past

March 16, 2015 - February 12, 2019

RBC CAPITAL MARKETS, LLC

CRD#: 31194

WASHINGTON, DC

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

California
(3/10/2025)

IAR

Maryland
(2/7/2025)

IAR

Texas
(4/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/8/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/2015

General Securities Representative Examination

Current Firm

PODER WEALTH ADVISORS

PODER WEALTH ADVISORS | PODER WEALTH ADVISORS LLC

CRD#: 332301 / SEC#:

California

Registered Investment Advisory firm - (3/10/2025 Approved)

Maryland

Registered Investment Advisory firm - (8/22/2024 Approved)

Texas

Registered Investment Advisory firm - (3/20/2025 Conditional Restricted)

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Contact information

Main Address

4933 Auburn Ave Ste 2, Bethesda, MD 20814

Mailing Address

Phone number

(631) 579-6407

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 4,470,575

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.

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Anna C. N'jie-konte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Clarette N'jie-konte's CRS (Customer Relationship Summary).

Certified licenses

Experience

PODER WEALTH ADVISORS

PODER WEALTH ADVISORS

RE-ENVISION WEALTH

DARE TO DREAM FINANCIAL PLANNING

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/16/2015

Current Firm

PODER WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PODER WEALTH ADVISORS

TRUST BUT VERIFY

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