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Joseph Adam Scanlan

Toth Financial Advisory Corp

Leesburg, VA

CRD 8099245

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Employer firm

Toth Financial Advisory Corp CRD 104952

$1.15B regulatory AUM 655 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

Current Employers
Toth Financial Advisory Corp

608 South King Street Suite 300, Leesburg, VA 20175 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-08-01
  • VA RA
    APPROVED
    Since 2025-08-01

Branch Locations

608 South King Street Suite 300, Leesburg, VA 20175 • 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
Toth Financial Advisory Corp Leesburg VA 04/2025 Present
Lowers Risk Group Purcelleville VA 03/2014 05/2024
Scanlan Consulting Leesburg VA 05/2024 04/2025
  • 04/2025 → Present
    Toth Financial Advisory Corp
    Leesburg, VA
  • 03/2014 → 05/2024
    Lowers Risk Group
    Purcelleville, VA
  • 05/2024 → 04/2025
    Scanlan Consulting
    Leesburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01

View on SEC IAPD

Nearby Firms

BERG FAIRCLOTH INVESTMENT ADVISORS
MCAS
CERITY PARTNERS LLC

Nearby Investors

RICKY LANDON FAIRCLOTH
Daniel Faircloth
ANISE KAYLEY FAIRCLOTH

Nearby Offices

BERG FAIRCLOTH INVESTMENT ADVISORS · LEESBURG, VA
MCAS · LANSDOWNE, VA
CERITY PARTNERS LLC · LANSDOWNE, VA

More in Leesburg, VA

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