Financial ADVSR advisor directory · SEC adviser records
Apella Wealth financial advisors in Virginia
Every SEC-registered investment adviser representative at a Apella Wealth office in Virginia, by city and A to Z.
12 registered advisors work at Apella Wealth in Virginia, out of 99 nationwide; it's the firm's number 2 state by advisors, and the most are in Reston (3). 9 list the CFP designation and 0 are also registered broker representatives.
Apella Wealth advisors by city in Virginia
Every firm in Virginia →Reston 3Fairfax 2Fredericksburg 2Williamsburg 2Arlington 1Harrisonburg 1McLean 1
Apella Wealth advisors in Virginia, A to Z
Search by name →- Samuel M. AthertonReston · Certified Financial Planner
- Shelly H. BradenWilliamsburg · Certified Financial Planner
- Julie R. BrohardReston · Certified Financial Planner
- Andrew D. ChaffeeReston · Certified Financial Planner
- Kathleen E. DuffyMcLean · Certified Financial Planner, Chartered Financial Consultant
- Carter B. EasleyWilliamsburg
- Austin J. EasonFairfax
- Colleen L. HarringtonArlington · Certified Financial Planner
- Kurtis L. JohnsonHarrisonburg · Certified Financial Planner
- Michael D. MaglieriFairfax · Certified Financial Planner
- Addison M. PockFredericksburg · Certified Financial Planner
- Micah SanzoFredericksburg
Apella Wealth advisors in every state →Apella Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Apella Wealth in other states
Connecticut 55California 7Washington 6Massachusetts 5Pennsylvania 5South Carolina 4
Questions
How many Apella Wealth financial advisors are in Virginia?
12 investment adviser representatives are registered at Apella Wealth offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 99 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Apella Wealth have the most advisors?
Reston, with 3, then Fairfax (2). Apella Wealth has advisors in 7 cities in Virginia.
How do I check a Apella Wealth advisor in Virginia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Apella Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.