DM
Dzhemma Menkeeva
FOXMAN ASSET ADVISORS
Rockville, MD 20852
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CRD#: 8072859
DM
Professional summary
Dzhemma Menkeeva is a registered financial advisor currently at FOXMAN ASSET ADVISORS INC. located in Rockville, Maryland.
Dzhemma is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Dzhemma has worked at 1 firm and has passed the Series 65 exam.
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.
PKS Financial Services Inc.; Insurance Agent; Investment Related; 1700 Rockville Pike, Unit 110 Rockville MD 20852; Description: Insurance sales; Responsibilities: Client solicitation - insurance products; Start date: 2025-06-01; 4 Hours per month devoted to business during trading hours; 4 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Dzhemma Menkeeva'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®
NoneExperience
Current
April 8, 2025 - Present
FOXMAN ASSET ADVISORS INC.
Office #1: 1700 Rockville Pike Ste 110, Rockville, MD 20852RIA
CRD#: 310637
Rockville, 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
Maryland(4/8/2025)
IAR
Virginia(4/8/2025)
Current Firm
FA
FOXMAN ASSET ADVISORS INC.
FOXMAN ASSET ADVISORS INC.
CRD#: 310637 / SEC#:
Maryland
Registered Investment Advisory firm - (1/25/2021 Approved)Virginia
Registered Investment Advisory firm - (2/1/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1700 Rockville Pike Ste 110, Rockville, MD 20852
Mailing Address
Phone number
(301) 977-0090
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 23,223,259 |
Red Flags
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