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Alyssa Prieto

Toth Financial Advisory Corp.

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About Alyssa Prieto

Alyssa Prieto is an Investment Advisor Representative with Toth Financial Advisory Corp. Alyssa has been with Toth Financial Advisory Corp. since November 2021. Alyssa has also held previous roles with Deloitte, White House Executive Residence, and National Security Council. Alyssa holds a Series 65 license and is registered with Virginia. Toth Financial Advisory Corp. is a Registered Investment Advisor with the SEC and manages over $865 million in assets.

Firm Information

Alyssa Prieto is currently registered with Toth Financial Advisory Corp.. Toth Financial Advisory Corp., located in Leesburg, VA, is an investment advisor with approximately $865.89 million in regulatory assets under management. The firm provides portfolio management for individuals and pooled investment vehicles. They primarily serve high-net-worth individuals, as well as individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles.
Toth Financial Advisory Corp.

608 SOUTH KING STREET

LEESBURG, VA 20175

$865.90M

Assets Under Management

610

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alyssa Prieto’s Registration & Firm History

VA

10/03/2022 - Present

Toth Financial Advisory Corp. (LEESBURG VA)

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Licenses & Designations

IA

Issued 10/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alyssa Prieto.
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