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Eric Josef Schaefer

Evermay Wealth Management, LLC

Arlington, VA

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Current Employers
Evermay Wealth Management, Llc

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-30
VA RA APPROVED 2015-04-22
  • TX RA
    APPROVED
    Since 2023-10-30
  • VA RA
    APPROVED
    Since 2015-04-22

Branch Locations

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • 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
Evermay Wealth Management, Llc Arlington VA 04/2015 Present
Previous Registrations
  • 2012-06-30 → 2015-04-24
    Savant Wealth Management
    Mclean, VA
    Rockford, IL
  • 2010-08-20 → 2011-08-16
    Edelman Financial Services, Llc
    Fairfax, VA
    Alexandria, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-06
  • S66 Uniform Combined State Law Examination
    2010-03-06
Designations

View on SEC IAPD

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ELVIS CASTRO
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Darryl Joseph Elliott
ALEXANDER NGUYEN

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

More in Arlington, VA

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