Douglas Hart Birnie

Employer firm

Piedmont Wealth Advisory CRD 333693

$354M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 03/2017
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 01/2019 → 12/2024
  Oakmont Wealth Advisory, Llc
  Herndon, VA
• 11/2024 → Present
  Oak Barrel Wealth Advisory Llc
  Reston, VA
• 03/2017 → 12/2017
  Niagara International Capital Limited
  Herndon, VA
• 03/2017 → 01/2019
  Hayden Royal
  Herndon, VA

Previous Registrations

• 2019-01-03 → 2024-12-31
  White Oak Wealth Management
  Columbia, MD
• 2017-03-03 → 2019-01-04
  Hayden Royal
  Herndon, VA
  Charlotte, NC
• 2009-02-20 → 2017-03-08
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  South Riding, VA
  Mclean, VA
  Mclean, VA
  Chantilly, VA
  Chantilly, VA
• 2003-03-14 → 2009-02-27
  Banc Of America Investment Services, Inc.
  Mclean, VA
  Mclean, VA
  Mclean, VA
• 1996-09-10 → 2003-03-19
  Morgan Stanley Dw Inc.
  Alexandria, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-11
• S63 Uniform Securities Agent State Law Examination
  1995-09-18