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Motley Fool Wealth Management, LLC CRD 165689
$1.60B regulatory AUM 1,808 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Duke Street Suite 300, Alexandria, VA 22314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-31 |
| VA | RA | APPROVED | 2023-10-31 |
Branch Locations
2000 Duke Street Suite 300, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The London Company Of Virginia | Richmond | VA | 07/2012 | 09/2017 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 06/2023 | Present |
| 55Ip | New York | NY | 09/2017 | 04/2019 |
| Corps Team | Richmond | VA | 09/2022 | 06/2023 |
| Equinox | New York | NY | 05/2019 | 11/2019 |
| Unemployed | New York | NY | 12/2019 | 05/2022 |
| Unemployed | Richmond | VA | 05/2022 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
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