# PLOTKIN FINANCIAL ADVISORS, LLC

PLOTKIN FINANCIAL ADVISORS, LLC of CHEVY CHASE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 127635
- Type: SEC-registered investment adviser
- SEC file number: 801-85168
- Location: 8401 CONNECTICUT AVENUE, SUITE 401, CHEVY CHASE, MD, 20815-5833
- Phone: 301-907-9790
- Latest filing: 2026-03-27
- Regulatory AUM: $255.9M
- Discretionary AUM: $255.9M
- Clients: 4
- Accounts: 710

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Betsy Ginn | OWNER | — |
| Kristi Leigh Murphy | CHIEF COMPLIANCE OFFICER/EXECUTIVE VP- CLIENT OPERATIONS | — |
| Erich Michael Imphong | OWNER; PRESIDENT | — |
| PLOTKIN SHIMSHON | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER; OWNER/PRESIDENT (+1 more) | — |
| PLOTKIN TERRI REED | MEMBER; SECRETARY AND TREASURER | — |
| HEALY MARY BETH | CHIEF COMPLIANCE OFFICER | — |
| HUNT SARAH JOSEPHINE | CHIEF COMPLIANCE OFFICER | — |
| MURPHY JENNIFER LEIGH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/EXECUTIVE VP- CLIENT OPERATIONS | — |
| IMPHONG ERICH MICHAEL | OWNER; PRESIDENT | — |
| Ginn Betsy | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127635/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127635/similar
- Related entities: https://search.stillhousedata.com/firm/127635/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127635

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.