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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Aldie, VA

Every SEC-registered investment adviser representative at a firm office in Aldie, with the firms that employ the most of them.

3 registered advisors work in Aldie; the most are at Boss Financial Strategies, LLC (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Aldie

FirmAdvisors in Aldie
Boss Financial Strategies, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
The Ascent Group, LLC1

Advisors in Aldie, A to Z

Search all of Virginia →
  • Kevin M. BossBoss Financial Strategies, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bradley B. DeanMerrill Lynch, Pierce, Fenner & Smith Incorporated
  • Michael J. Moss Jr.The Ascent Group, LLC · Certified Financial Planner

Other cities in Virginia

All of Virginia →

Richmond 1,353McLean 630Vienna 604Virginia Beach 550Reston 397Alexandria 370Roanoke 348Glen Allen 318Fairfax 293Charlottesville 272Norfolk 251Midlothian 233Arlington 221Williamsburg 217Leesburg 163Lynchburg 147Newport News 147Falls Church 133Harrisonburg 131Chesapeake 123Fredericksburg 108Ashburn 105Winchester 97Tysons Corner 79

Questions

How many financial advisors are in Aldie, VA?

3 investment adviser representatives are registered at firm offices in Aldie, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Aldie?

Boss Financial Strategies, LLC, with 1 registered advisors in Aldie, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 1.

How do I check a financial advisor in Aldie?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.