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Caroline Vail Hess

Alpha Financial Advisors, LLC

Mclean, VA

CRD 8048678

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Employer firm

Alpha Financial Advisors, LLC CRD 116291

$218M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Alpha Financial Advisors, Llc

8260 Greensboro Drive Suite 125, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-06-18
  • VA RA
    APPROVED
    Since 2025-06-18

Branch Locations

8260 Greensboro Drive Suite 125, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Golf Club At Lansdowne Lansdowne VA 01/2015 06/2020
East Carolina University Greenville NC 08/2020 05/2023
Optomi Atlanta GA 06/2022 05/2024
Alpha Financial Advisors, Llc Mclean VA 07/2024 Present
Alpha Financial Advisors, Llc Mclean VA 07/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18

View on SEC IAPD

Nearby Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH

Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

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