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Culley Smith Hess

Alpha Financial Advisors, LLC

Mclean, VA

CRD 7685948

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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 2023-01-12
  • VA RA
    APPROVED
    Since 2023-01-12

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
Loudoun County Public Schools Sterling VA 01/2013 06/2017
Eplus Technologies Herndon VA 05/2018 08/2018
U.S. Census Bureau Harrisonburn VA 06/2020 09/2020
Augusta County Clerk Of Court Staunton VA 01/2021 05/2021
Alpha Financial Advisors Llc Mclean VA 06/2019 05/2021
James Madison University Harrisonburg VA 08/2017 05/2021
Sage Outdoor Adventures Vail CO 05/2021 10/2021
Alpha Financial Advisors Llc Mclean VA 11/2021 Present
Alpha Financial Advisors, Llc Mclean VA 11/2021 Present
  • 01/2013 → 06/2017
    Loudoun County Public Schools
    Sterling, VA
  • 05/2018 → 08/2018
    Eplus Technologies
    Herndon, VA
  • 06/2020 → 09/2020
    U.S. Census Bureau
    Harrisonburn, VA
  • 01/2021 → 05/2021
    Augusta County Clerk Of Court
    Staunton, VA
  • 06/2019 → 05/2021
    Alpha Financial Advisors Llc
    Mclean, VA
  • 08/2017 → 05/2021
    James Madison University
    Harrisonburg, VA
  • 05/2021 → 10/2021
    Sage Outdoor Adventures
    Vail, CO
  • 11/2021 → Present
    Alpha Financial Advisors Llc
    Mclean, VA
  • 11/2021 → Present
    Alpha Financial Advisors, Llc
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-20
  • S65 Uniform Investment Adviser Law Examination
    2022-12-20
Designations
  • Certified Financial Planner

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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