Financial ADVSR advisor directory · SEC adviser records
Pathstone financial advisors in Alexandria, VA
Every SEC-registered investment adviser representative at a Pathstone office in Alexandria, A to Z.
4 registered advisors work at Pathstone in Alexandria, out of 193 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Pathstone advisors in Alexandria, A to Z
Every Pathstone advisor →- Edward S. DarlingInvestment adviser rep
- Megan N. KellyCertified Financial Planner
- Saurabha I. ShahInvestment adviser rep
- Charis VeneyCertified Financial Planner
Pathstone advisors in every city and state →Pathstone: assets, clients and custodians →Advisor Moves: who changed firms this week →
Pathstone advisors in other cities
Englewood, NJ 91Newtown Square, PA 15Bellevue, WA 13Boston, MA 11Boulder, CO 11Conshohocken, PA 8Denver, CO 5New York, NY 5Atlanta, GA 4Los Angeles, CA 4Potomac, MD 4Austin, TX 3San Francisco, CA 3Winter Park, FL 3Providence, RI 2
Other firms in Alexandria
All Alexandria advisors →Morgan Stanley 33Strategic Advisers LLC 30Wells Fargo Clearing Services, LLC 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Wells Fargo Advisors Financial Network, LLC 19LPL Financial LLC 17Charles Schwab & Co., Inc. 15Captrust 14Ameriprise Financial Services, LLC 8First Command Advisory Services 8Monument Wealth Management 7Raymond James Financial Services Advisors, Inc. 7
Questions
How many financial advisors does Pathstone have in Alexandria?
4 investment adviser representatives are registered at Pathstone offices in Alexandria, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 193 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Pathstone one of the largest advisor employers in Alexandria?
Pathstone ranks number 17 in Alexandria by registered advisors; Morgan Stanley has the most, with 33.
How do I check a Pathstone advisor in Alexandria?
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 Pathstone office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.