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Anh Ngoc thi Nguyen

Evermay Wealth Management, LLC

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About Anh Ngoc thi Nguyen

Anh Nguyen Ngoc thi is an investment advisor representative associated with Evermay Wealth Management, LLC. Anh Nguyen Ngoc thi has been in the industry for a number of years and is currently registered in Virginia and Florida. Anh Nguyen Ngoc thi holds Series 66, Series 7TO, and SIE licenses. Anh Nguyen Ngoc thi specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses. Anh Nguyen Ngoc thi is also a Chartered Financial Consultant. Anh Nguyen Ngoc thi's previous experience includes Merrill Lynch and Edward H. White. Anh Nguyen Ngoc thi currently holds assets under management of over $1 billion.

Firm Information

Anh Nguyen is currently registered with Evermay Wealth Management, LLC. Evermay Wealth Management, LLC is an investment advisor based in Arlington, VA. They offer a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $1,062,573,454 in assets, primarily for high-net-worth individuals, corporations, and charitable organizations. They have 15 investment advisor representatives and 12 investment advisory functions, serving a total of 1,695 accounts.
Evermay Wealth Management, LLC

1776 WILSON BOULEVARD

ARLINGTON, VA 22209

$1.06B

Assets Under Management

Not reported

Total Clients

16

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Anh Nguyen’s Registration & Firm History

VA

01/02/2025 - Present

Evermay Wealth Management, LLC (ARLINGTON VA)

FL

11/23/2021 - 03/03/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 01/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anh Ngoc thi Nguyen.
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