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Founder and Managing Director · Piedmont Wealth Advisory

Douglas H. Birnie

CRD 2646049 · Named on Form ADV at one SEC-registered adviser

At a glance

Piedmont Wealth Advisory, an SEC-registered wealth manager based in Reston, VA with $354 million in regulatory assets, lists Douglas H. Birnie on its Form ADV as Founder and Managing Director, a control person.

Firms and roles

AtlasMembers

Douglas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James A. SextonDirector of Financial Planning and Chief Compliance Officer, Piedmont Wealth Advisory

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Douglas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.