Eric Matthew Reigel

Employer firm

Evermay Wealth Management, LLC CRD 149230

$1.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2016 → 12/2018
  Mcadam Financial
  Mclean, VA
• 08/2011 → 05/2016
  James Madison University
  Harrisonburg, VA
• 12/2018 → 07/2022
  Charles Schwab & Co., Inc.
  Alexandria, VA
• 07/2022 → 01/2024
  Amj Financial Wealth Management
  Leesburg, VA
• 02/2024 → Present
  Evermay Wealth Management, Llc
  Arlington, VA

Previous Registrations

• 2022-08-02 → 2024-01-08
  Amj Financial Wealth Management Llc
  Leesburg, VA
• 2019-01-11 → 2022-08-02
  Charles Schwab & Co., Inc.
  Alexandria, VA
  Tysons Corner, VA
  Tysons Corner, VA
  Alexandria, VA
• 2016-10-13 → 2019-01-08
  Mcadam Llc
  Tysons Corner, VA
  Radnor, PA

Other Businesses

Independent Insurance Agent; not investment-related; started 10/2020; zero hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-05

Designations

• Certified Financial Planner