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Chloerissa Grey Kirwan

Reston Wealth Management

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About Chloerissa Grey Kirwan

Chloerissa Kirwan is a financial advisor at Reston Wealth Management, located in Reston, Virginia. Chloerissa has been in the industry since 2001 and has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Chloerissa is a Certified Financial Planner, and is registered in Virginia as an Investment Advisor Representative. Chloerissa offers financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Chloerissa Kirwan is currently registered with Reston Wealth Management. Reston Wealth Management is a financial advisory firm based in RESTON, VA. They specialize in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages over $411 million in assets for 476 clients.
Reston Wealth Management

1984 ISAAC NEWTON SQUARE WEST

RESTON, VA 20190-5039

$411.75M

Assets Under Management

1

Total Clients

4

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 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Chloerissa Kirwan’s Registration & Firm History

VA

01/06/2017 - Present

Reston Wealth Management (RESTON VA)

VA

01/03/2001 - 01/06/2017

LPL FINANCIAL LLC (RESTON VA)

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Licenses & Designations

BOTH

Issued 05/05/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chloerissa Grey Kirwan.
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